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William Harris

Advisor at Goldstone Financial Group, LLC — Oakbrook Terrace, IL

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Oakbrook Terrace, IL 60181

Goldstone Financial Group, LLC logo

Goldstone Financial Group, LLC

Team

Total advisors

17

Clients per advisor

99 Very High

Avg AUM per client

$629,279 Low

HNW client ratio

12% Very Low

About

William Harris is a financial advisor at Goldstone Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Goldstone, he held positions at Phaidon International, Auto-Owner's Insurance, and Lou & Harry's Bar and Grill. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for about 1,675 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, using a range of investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Client services

Based on Goldstone Financial Group, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Goldstone Financial Group, LLC

Wealth management Active portfolio management Real estate investing Annuities

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Fee options

Fixed

Financial planning services offered on agreed upon one-time fee basis; specific amounts outlined in Financial Planning Agreement.

Percentage

$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.65%

Commissions

Commissions for insurance products sold by financial professionals acting as insurance agents; varies by product.

Project-based

Financial planning services offered on hourly basis; specific rates disclosed in Financial Planning Agreement.

Other

Account minimum: $250,000

Location

Oakbrook Terrace, IL

18 W140 Butterfield Road, 16th Floor

Oakbrook Terrace IL 60181

Advisors at this office

17

Most active in

Illinois

Work history

< 1 year of industry experience

Goldstone Financial Group

2026 - Present • 1 year

Oak Brook Terrace, IL

Unemployed

2026 - 2026 • 1 year

Chicago, IL

Phaidon International

2025 - 2026 • 1 year

Chicago, IL

Auto-Owner's Insurance

2024 - 2024 • 1 year

Lansing, MI

Lou & Harry's Bar and Grill

2024 - 2025 • 1 year

East Lansing, MI

Donn Palms Inc

2024 - 2025 • 1 year

East Lansing, MI

Full Time Student

2021 - 2025 • 4 years

East Lansing, MI

Full time Student

2016 - 2021 • 5 years

East Lansing, MI

Disclosures

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

Business activities & affiliations

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner
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Michael C

Series 66

Downers Grove, IL

United Advisor Group

Michael Corson is a financial advisor at United Advisor Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is an independent insurance agent, primarily selling disability insurance. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm combines proprietary model portfolios, custom trading, and third-party money managers using a variety of analytical and asset-allocation strategies.

Annuities
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Nicole A

CFP®, Series 66

Wood Dale, IL

Parallel Advisors, LLC

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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John D

Series 65, Series 63

Hinsdale, IL

Doncaster Wealth LLC

John Doncaster is the principal advisor of Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He previously spent over a decade with Northwestern Mutual in various roles and has maintained an ongoing affiliation with Pacific Life since 2012. Outside of his advisory work, he is also involved in insurance sales and servicing. Doncaster Wealth LLC is an independent registered investment adviser serving approximately 35 clients with $11 million in assets. The firm offers discretionary asset management and fee-based financial planning, employing tailored investment strategies that incorporate fundamental and cyclical analysis alongside Modern Portfolio Theory.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies
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Frederick M

Series 63, Series 65

Palos Heights, IL

Palos Wealth Advisors, LLC

Frederick Moore is the sole advisor at Palos Wealth Advisors, LLC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Palos Wealth Advisors since 2010. In addition to his advisory role, Moore is a licensed attorney specializing in estate planning, dedicating about 5% of his time to this practice. Palos Wealth Advisors provides discretionary portfolio management tailored to individuals, high-net-worth clients, and select pension or profit-sharing plans. The firm emphasizes individualized asset allocation using a combination of mutual funds, ETFs, individual securities, and third-party managers, supported by quantitative risk and return analysis and independent performance reporting.

Concentrated stock management Attorney

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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