Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
43 years
Location
Pinetop, AZ
Guardian Life
Enterprise
William Berger is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. His career includes roles at Guardian Life Insurance Company from 1991 to 2021 and Park Avenue Securities since 2021. He is involved in other financial services activities through Camelback Financial Group, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.
Based on Guardian Life
Based on Guardian Life
Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)
Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.
Hourly fees for financial planning and consulting generally $100 to $500 per hour.
Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.
Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.
Pinetop, AZ
Pinetop AZ
Advisors at this office
1
Arizona · California · Colorado · Idaho · Missouri · Nebraska · Nevada · New Mexico · North Carolina · Ohio · Pennsylvania · Utah · Virginia · Washington · Wisconsin
43 years of industry experience
Park Avenue securities
2021 - Present • 5 years
Pinetop, AZ
Guardian life Insurance
2021 - Present • 5 years
Pinetop, AZ
Guardian Life
1999 - 2021 • 22 years
Phoenix, AZ
Guardian life Insurance Company
1991 - 2021 • 30 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Show Low, AZ
Arizona Wealth Strategies LLC
Troy Short is a financial advisor at Arizona Wealth Strategies LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Attessa Capital, LLC, Harrison Wealth Management, and Champion Bank. Arizona Wealth Strategies LLC is a registered investment adviser providing discretionary asset management services tailored to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm utilizes fundamental, technical, and cyclical analysis with a toolkit that includes options and private placements, conducting quarterly account reviews and allowing client-directed restrictions.
Series 65
Lakeside, AZ
Stone Wealth Strategies
Michael Riendeau is a Series 65 licensed advisor at Stone Wealth Strategies with four years of experience in financial services. His background includes roles at Stone Advisors Inc and Electric Entertainment, as well as entrepreneurial activity through Wine Mountains. Stone Wealth Strategies serves individual clients by providing financial planning, written portfolio analyses, and educational seminars. The firm refers clients to third-party investment managers for portfolio implementation and focuses on tailored recommendations based on income, tax profile, risk tolerance, and time horizon.
Series 65
Denver, CO
Stone Wealth Strategies
James Evans is a financial advisor at Stone Wealth Strategies in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Mathies Financial Partners for three years and has operated the Law Office of James Evans since 1979. In addition to his advisory role, he is an attorney and business owner of J. D. Evans PC. Stone Wealth Strategies serves individual clients by providing financial planning, portfolio analysis, and educational seminars. The firm refers clients to third-party managers for portfolio implementation and focuses on due diligence and ongoing reviews of these managers, tailoring investment recommendations based on individual client profiles.
Series 63, Series 65
Show Low, AZ
Meixler Investment Management, Ltd.
Michael Meixler is the principal of Meixler Investment Management, Ltd. in Show Low, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led his independent firm since 2013. Outside of advisory work, Mr. Meixler is involved in farming activities on the Meixler Family Farm, including a project to develop small family farms and charitable community gardens. Meixler Investment Management, Ltd. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $189.7 million in client assets. The firm employs a mix of fundamental, technical, and cyclical analysis to manage roughly 550 client accounts on an individualized, discretionary basis, utilizing a range of securities and active trading techniques.
Series 65
Denver, CO
Stone Wealth Strategies
Larry Stone is a financial advisor at Stone Wealth Strategies in Denver, CO, with 11 years of industry experience. He holds a Series 65 designation and has prior experience at Gearhart Geld LLC and Financial Gravity Wealth, Inc., among others. Outside of advising, he serves as president of the Columbine Center Condominium Association and owns Stone CPA LLC, an accounting firm. Stone Wealth Strategies serves individual clients by providing financial planning, portfolio analysis, and educational seminars. The firm refers clients to third-party investment managers and conducts due diligence on their portfolios, which are typically allocated using Modern Portfolio Theory and fund-of-fund programs tailored to each client’s profile.
Series 65
Show Low, AZ
Stone Wealth Strategies
Paul Barry is a financial advisor at Stone Wealth Strategies with seven years of industry experience. He holds a Series 65 designation and has been with Stone Wealth Strategies since 2019. He also has a long-standing affiliation with Eagle Group Western dating back to 1985. Stone Wealth Strategies serves individual clients by providing financial planning, written portfolio analyses, and educational seminars. The firm refers clients to third-party investment managers for portfolio implementation, focusing on due diligence and ongoing reviews without directly managing client assets.
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