Back to top

William D. Starnes

Fee-only financial advisor serving Hockessin, Delaware & the surrounding areas

Mallard Advisors
PRESIDENT AND CHIEF COMPLIANCE OFFICER

Hockessin

DE

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Mallard Advisors, LLC 17 years, 2 months Jul 2002 - Present

Designations & Memberships

  • Alliance of Comprehensive Planners
    Membership
    Alliance of Comprehensive Planners
    Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners who believe clients are more than numbers. ACP members provide retainer-based services to manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business and provide the highest quality service while also developing meaningful relationships with their clients. ACP provides the tools and training for a successful future as a financial planner. Our members provide the comprehensive plans for a successful financial future
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by William Starnes

Build Wealth by Paying Taxes
Published 2015-12-01 08:18:31
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 5, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Aug. 7, 2019
      • $76.1M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 81
        number of clients
      • $939.3K
        Estimated Average Account Balance Per Client

    Mallard Advisors

    Last updated on April 15, 2019
      • $122.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 399
        Accounts
      • $306.0K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements