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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

10

Across 2 offices

Clients per advisor

99 Very High

Avg AUM per client

$592,680 Low

HNW client ratio

19% Low

About

Shaun Williams is a financial advisor at Avaii Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC. In addition to his advisory work, he is president of Williams Financial, LLC, which provides insurance and business planning services. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm operates as a fiduciary, constructing diversified portfolios that combine active and passive strategies and also provides in-house tax preparation and filing services.

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

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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Fee options

Fixed

Fixed advisory fees range from $5,000 to $30,000 annually; tax preparation fees start at $350; fixed fees for 3(21) retirement plan advisory services generally range from $300 to $5,000 per year

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%

Commissions

Certain advisory persons are licensed insurance professionals and receive commissions from insurance product sales, separate from advisory fees

Project-based

Financial planning services hourly rates range from $150 to $300 per hour

Other

Minimum fee: Fixed advisory fees range from $5,000 to $30,000 annually, depending on the complexity of the engagement Fee-only: Financial planning services may be offered separately as stand-alone with hourly rates from $150 to $300 per hour, or fixed fee projects based on hourly rate; fixed fees range from $5,000 to $30,000 annually for advisory services

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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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 financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Wealth management
user avatar

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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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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Jacob M

CFP®, Series 66

Delafield, WI

Cushing Capital Partners, LLC

Jacob Mayer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Cushing Capital Partners, LLC since 2021, following five years at Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. Mayer is a partner in entities involved in managing private real estate and business assets. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals, foundations, businesses, and plan sponsors, offering investment and wealth management, financial planning, and fiduciary services. The firm’s approach emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies, and it supports multi-platform access and independent manager oversight.

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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Ryan S

Series 66

Dousman, WI

Hohensee Financial Services, Inc.

Ryan Stelzer is a financial advisor with Hohensee Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Abacus Investments since 2005 and previously at Peoples Bank from 2004 to 2017. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, focusing primarily on retail clients rather than high-net-worth households. The firm offers tailored discretionary investment management and limited-scope hourly planning engagements, utilizing a combination of charting, fundamental, and technical analysis in its strategies.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
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