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Credentials
CFP®, ChFC®, Series 66
Experience Industry experience
7 years
Location
Warsaw, IN 46975
Beacon Pointe Advisors, LLC
Enterprise
William Day is a CFP®, ChFC®, and holds a Series 66 license with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Alderfer Bergen and Co., LPL Financial, Advanced Imaging Solutions, and Woodlawn Hospital. He also serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes, including proprietary private funds and a continuously offered interval fund.
Based on Beacon Pointe Advisors, LLC
Based on Beacon Pointe Advisors, LLC
Fixed fees for financial planning and educational seminars, negotiable based on complexity
$0+: 0.50% to 1.50% annually (negotiable tiered range for Wealth Advisory Services) $0+: 0.02% to 0.04% annually platform fee for Envestnet UMA (minimum $50 per account) $0+: 0.50% to 2.00% annually for Wrap Fee Program $0+: 0.25% to 1.00% annually for American Funds F-2 Direct Program $0+: 0.05% to 0.50% annually for Retirement Plan Consulting Services $0+: 0.20% to 0.50% annually for Consulting Services (discretionary portfolios) $0+: 0.08% to 0.50% annually for Consulting Services (non-discretionary portfolios) $0+: 0.20% to 0.50% annually for Outsourced Chief Investment Officer Services (OCIO) $0+: 1.00% annual management fee for Private Funds (waived for clients of Beacon Pointe) $0+: 0.95% annual management fee for BPMAX Interval Fund
Hourly fees typically range between $350 and $500 per hour for consulting and financial planning services
Performance-based fees only for certain legacy private fund investments negotiated as a percentage of profits; no other performance-based fees charged
Annual retainer fees for consulting services, tiered based on assets under supervision
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250, waivable at discretion Fee-only: Consulting fees charged as annual retainers, project fees (minimum $25,000), or hourly fees ($350-$500/hr), financial planning fees hourly or fixed, generally negotiated
Warsaw, IN Market Street
122 Market Street
Warsaw IN 46975
Advisors at this office
1
Indiana · Texas
7 years of industry experience
Beacon Pointe Advisors, LLC
2025 - Present • 1 year
Warsaw, IN
Alderfer Bergen and Co.
2019 - 2025 • 6 years
Warsaw, IN
LPL Financial
2019 - 2025 • 6 years
Warsaw, IN
Advanced Imaging Solutions
2015 - 2019 • 4 years
Carmel, IN
Woodlawn Hospital
2012 - 2021 • 9 years
Rochester, IN
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.
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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 63, Series 66
Syracuse, IN
Vector Financial Services, LLC
Douglas Kronk is a financial advisor at Vector Financial Services, LLC in Huntington, Indiana, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vector Financial Services since 2011. Vector Financial Services is a state-registered independent investment adviser serving individuals, businesses, charities, and small pension plans. The firm offers financial planning, discretionary portfolio management, Social Security claiming analysis, and single-subject consulting, using a generally conservative, low-turnover approach combined with model portfolios and fundamental analysis.
CFP®
Winona Lake, IN
SYM Financial Advisors
Kristen Watson is a CFP® professional with seven years of experience at SYM Financial Advisors in Winona Lake, IN. She joined the firm in 2017 after completing full-time education from 2015 to 2019. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm uses a top-down, tactical asset allocation approach employing model portfolios, mutual funds, ETFs, and alternatives, with discretionary and non-discretionary management options.
Winona Lake, IN
SYM Financial Advisors
Jerald Yeager is a financial advisor with SYM Financial Advisors, holding 27 years of industry experience. He has been with SYM Financial Advisors since 1997. Yeager serves on the boards and investment committees of several charitable organizations, including 2nd Mile Missions, Grace College, and K21 Health Foundation. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate clients. The firm uses a top-down, tactical asset-allocation approach implemented through model portfolios, mutual funds, ETFs, and alternative investments, offering discretionary and non-discretionary management with ongoing committee oversight.
CFP®
Winona Lake, IN
SYM Financial Advisors
Joseph Brown is a CFP® professional with nine years at SYM Financial Advisors and five years of industry experience in total. Prior to joining SYM Financial Advisors, he worked at ProFed Credit Union for two years. He serves as treasurer for Northeast Indiana Public Radio, providing financial advice to the charitable organization. SYM Financial Advisors is an employee-owned, multi-team SEC-registered firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate clients. The firm employs a top-down, tactical asset-allocation approach using model portfolios, mutual funds, ETFs, and other investment tools, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services.
Series 66
Milford, IN
OneAscent Financial Services LLC
Seth Gerber is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisers' Pride, LPL Financial, and Strategence Capital. Prior to his advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other institutions through multiple advisory teams. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various overlay and automated programs.
Series 65
Winona Lake, IN
SYM Financial Advisors
Richard Harrison is a Series 65-credentialed financial advisor with 18 years of industry experience. He has worked at SYM Financial Advisors since 2013, following earlier roles at Uvest Financial Services Group, Inc. and Harrington Wealth Management Co. SYM Financial Advisors is an employee-owned, SEC-registered multi-team firm managing over $5 billion for approximately 1,800 clients, including individuals, qualified retirement plans, charities, and corporate entities. The firm employs a top-down, tactical asset-allocation strategy implemented through model portfolios, mutual funds, ETFs, and various alternative investment vehicles.
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