William Clinton
LPL - Riverstone Wealth Planners
385 Route 24
Suite 3E
Chester, NJ 07930
9088886906
About LPL - Riverstone Wealth Planners
At Riverstone Wealth Planners, our mission is to provide personalized, white-glove financial services that empower our clients to confidently pursue their financial goals.
We work closely with individuals nearing or in retirement, as well as corporate executives with complex compensation structures. Our financial plans are designed to address your specific needs and aspirations with clarity and confidence.
Through continuous education and a commitment to industry excellence, we strive to be trusted partners in every step of your financial journey. At Riverstone Wealth Planners, we believe in building lasting relationships grounded in trust, expertise, and exceptional service.
See Disclosures
General Information
Firm Start Year
2022
No. of Employees
2-4
CRD#
5291793
Firm CRD#
6413
Insurance License#
1659941
Name of Broker/Dealer
LPL
States Licensed in
CA,CT,FL,GA,MA,NJ,NY,NC,PA,RI
Years of Experience in Financial Services
18
Number of Years with Current Firm
3
Work Experience
June 2022 - Present: Founder & Private Wealth Advisor - Riverstone Wealth Planners / LPL
November 2017 - June 2022: Financial Advisor - Edward Jones
February 2015 - November 2017: Vice President - Mirae Asset Global Investments
June 2013 - February 2015: Regional Advisor Consultant - OppenheimerFunds
April 2011 - June 2013: Financial Analyst - Barclays Capital
April 2010 - March 2011: Financial Analyst - Ayco / Goldman Sachs
February 2007 - April 2010: Financial Advisor - Merrill Lynch
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CPWA®, CIMA®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Long Term Care, Disability, Annuity, Life, Variable Annuity
Firm Information
Firm's Number of Clients
45
Firm's Number of Planning Clients
45
Firm's Number of Managed Clients
45
Assets Managed by Firm
$70,000,000
Advisor's Number of Clients
45
Advisor's Number of Managed Clients
45
Advisor's Number of Planning Clients
45
Assets Managed by Advisor
$70,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets
1%
Hourly Rate
$300
Additional Details on Charges
At Riverstone Wealth Planners, we understand that every client's situation is unique, and so are the ways we can partner together. There are several different approaches to fees and costs, and part of our process is to clearly educate you on these options so you feel confident and informed. Together, we'll determine the structure that best fits your needs and goals, always with your best interests as the top priority.
Minimum Fee Charged for Managed Accounts
$2,500
Minimum Fee Charged for Hourly Planning Accounts
$300
Education
Bachelor of Science - Finance
Siena College
01/01/2005 -01/01/2007
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Disclaimer
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org www.sipc.org