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Shaun Robert Williams

Advisor at Avaii Wealth Management, LLC — Eagle, WI

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Eagle, WI

Avaii Wealth Management, LLC logo

Avaii Wealth Management, LLC

Team

Total advisors

11

Across 2 offices

Clients per advisor

90 High

Avg AUM per client

$592,680 Low

HNW client ratio

19% Low

About

Shaun Williams is a financial advisor with Avaii Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Avaii in 2026, he worked for Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC for 20 years. He is also president of Williams Financial, LLC, a business focused on insurance and business planning, and is involved in farming activities. Avaii Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million with an 11-person advisory team, integrating financial planning and portfolio management using a mix of active and passive investments and third-party managers when appropriate.

Client services

Based on Avaii Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers Tax planning / preparation

Expertise

Based on Avaii Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Fixed financial planning fees are based on expected duration and hourly rates; tax preparation fees start at $350 and increase based on complexity.

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.65% Over $6,000,000+: 0.50%

Project-based

Financial planning services hourly rates range from $150 to $300 per hour based on experience and complexity.

Subscriptions

Ongoing financial planning retainer engagements are billed monthly in advance, though specific amounts are not stated.

Other

Minimum fee: Fixed advisory fees range from $5,000 to $30,000 annually, depending on the complexity of the engagement, financial planning needs, frequency of reviews and meetings, and size of the Client relationship.

Location

See office

Eagle, WI

Eagle WI

Advisors at this office

1

Most active in

Wisconsin

Work history

26 years of industry experience

Avaii Wealth Management, LLC

2026 - Present • 1 year

Eagle, WI

Ameritas Advisory Services, LLC

2006 - 2026 • 20 years

Eagle, WI

Ameritas Investment Company, LLC

2006 - 2026 • 20 years

Eagle, WI

Williams Financial, LLC

2002 - Present • 24 years

Eagle, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas D

Series 63, Series 66

East Troy, WI

Coast Advisory LLC

Thomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.

Active portfolio management Tax-loss harvesting
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Nicholas M

Series 66

Waterford, WI

FIAT LUX Capital Management

Nicholas Mowry is a financial advisor with FIAT LUX Capital Management, holding a Series 66 designation and six years of industry experience. Prior to founding FIAT LUX in 2025, he worked at Lauer Financial Services and MWA Financial Services Inc. Outside of finance, he teaches private music lessons through his Nicholas Mowry Music business. FIAT LUX Capital Management is an independent advisory firm serving individuals, trusts, charitable organizations, small businesses, partnerships, and corporations. The firm manages approximately $51.6 million in client assets with a focus on customized investment management, cash-flow analysis, and planning.

Medicare planning Social Security optimization College savings (529s, UTMA, etc.) Options & derivatives strategies
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Lars L

Series 65

Pewaukee, WI

Magis Private Wealth Management, LLC

Lars Larsen is a Series 65-licensed financial advisor with 23 years of industry experience. He is the sole advisor at Magis Private Wealth Management, LLC, a firm he has been with since 2003. Outside of advisory work, Larsen serves as vice president - Digital Assets and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in a clean energy division. Magis Private Wealth Management provides discretionary wealth management and project-based consulting to individuals, pension plans, trusts, estates, corporations, and other entities. The firm uses a primarily fundamental analysis investment approach tailored to client objectives and risk tolerance, and it offers both ongoing portfolio management and analytical consulting reports.

Wealth management
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Concentrated stock management
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Sarah K

Series 63, Series 65

East Troy, WI

Coast Advisory LLC

Sarah Kopesky is a financial advisor at Coast Advisory LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she is the owner of K2 Financial LLC, a business involved in tax preparation and insurance. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a range of investment strategies and tools, offers discretionary portfolio management, and may appoint sub-advisors to manage client accounts.

Active portfolio management Tax-loss harvesting
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Jacob M

CFP®, Series 66

Delafield, WI

Cushing Capital Partners, LLC

Jacob Mayer is a CFP® with 11 years of experience in the financial services industry. He has worked at Cushing Capital Partners, LLC since 2021 and previously spent five years with Wells Fargo Clearing. Mayer is a partner in a private real estate and business asset ownership entity outside his advisory role. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals and plan sponsors, offering customized, risk-adjusted, tax-aware investment and wealth management strategies. The firm uses a combination of active and passive approaches and provides access to multiple managed account programs and independent managers.

Tax-loss harvesting Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive
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