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William Eric Marney

Advisor at Lincoln Investment — Boyd, TX

Updated today

Credentials

Series 66

Experience

16 years

Location

Boyd, TX

Lincoln Investment logo

Lincoln Investment

Enterprise

Total advisors

875

Across 163 offices

Clients per advisor

158 Very High

Avg AUM per client

$157,266 Very Low

HNW client ratio

3% Low

About

William Marney is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade. Outside of his advisory role, he has business responsibilities managing client communications for a retail sales venture in the car wash industry. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with expertise in educator retirement programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed

Demographic focus

Based on Lincoln Investment

Mid-Career Professionals Retired

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Fee options

Fixed

Financial planning and periodic investment consulting may be charged on a flat fee basis

Percentage

$0 - $500,000: 0.15% to 0.24% (Platform Fee varies by program and account type) $500,000.01 - $1,000,000: 0.12% to 0.21% (Platform Fee varies by program and account type) $1,000,000.01 - $2,000,000: 0.10% to 0.19% (Platform Fee varies by program and account type) $2,000,000.01 - $5,000,000: 0.08% to 0.17% (Platform Fee varies by program and account type) $5,000,000.01 - $10,000,000: 0.06% to 0.15% (Platform Fee varies by program and account type) $10,000,000.01 - $20,000,000: 0.04% to 0.15% (Platform Fee varies by program and account type) $20,000,000.01 - $35,000,000: 0.03% to 0.15% (Platform Fee varies by program and account type) $35,000,000.01+: 0.02% to 0.15% (Platform Fee varies by program and account type)

Commissions

As broker-dealer, Lincoln Investment also receives brokerage commissions on securities transactions and insurance products

Project-based

Financial planning and periodic investment consulting may be charged on an hourly basis

Other

Fee-only: Financial planning services generally on a flat fee or hourly fee basis; fees negotiable and vary by Advisor and services

Location

See office

Boyd, TX

Boyd TX

Advisors at this office

1

Most active in

Texas

Work history

16 years of industry experience

Lincoln Investment

2026 - Present • 1 year

Fort Washington, PA

Mass Mutual Life Insurance Company

2024 - 2026 • 2 years

Dallas, TX

MML Investors Services LLC

2024 - 2026 • 2 years

Dallas, TX

Marney Group Consulting

2022 - 2024 • 2 years

Boyd, TX

Cetera Advisor Networks

2022 - 2022 • 1 year

El Segundo, CA

Armstrong Purselley Wealth Management Group

2022 - 2022 • 1 year

Bedford, TX

CWM, LLC dba Carson Partners

2022 - 2022 • 1 year

Bedford, TX

Charles Schwab

2021 - 2021 • 1 year

Westlake, TX

Marney Ranch

2016 - 2024 • 8 years

Bridgeport, TX

Td ameritrade

2007 - 2021 • 14 years

Fort Worth, TX

Marney Ministries

2004 - 2024 • 20 years

Boyd, TX

Disclosures

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

Business activities & affiliations

user avatar

Ryan M

CFP®, Series 66

Fort Worth, TX

Impact Wealth Group

Ryan Mc Lin is a CFP® and holds a Series 66 license with six years of industry experience. He is currently the sole advisor at Impact Wealth Group and has prior experience with Ameriprise Financial Services, Clearfork Wealth Management, and Lincoln Financial Advisors. Mc Lin serves as an unpaid board member for HopeKids, a nonprofit focused on fundraising and event coordination. Impact Wealth Group provides portfolio management and financial planning services to individual clients and facilitates employer-sponsored retirement plans through a third-party manager. The firm employs a combination of fundamental, technical, quantitative, and charting analysis with a long-term trading approach tailored to client goals and risk tolerance.

Wealth management Annuities College savings (529s, UTMA, etc.)
user avatar

Steven M

CFP®, Series 63, Series 65

Justin, TX

Main Street Financial Advisors

Steven Mitchell is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Main Street Financial Advisors in Justin, TX. He has been with Main Street Financial Advisors since 2004. Main Street Financial Advisors manages approximately $4.4 million for a select group of individual and trust clients, offering discretionary portfolio management, asset-allocation services, and comprehensive financial planning. The firm employs a research-driven, value-oriented investment approach, focusing on a concentrated portfolio of individual securities and various income strategies, with client accounts held exclusively at Interactive Brokers.

Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Peyton B

Series 66

Fort Worth, TX

Aspenridge Wealth Advisors

Peyton Bruce is a financial advisor at Aspenridge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Aspenridge, he worked at Ameriprise and held positions at Abilene Christian University and Grapevine Faith Christian School. Outside of advisory work, he owns New Day Bars, a business that makes and sells breakfast bars. Aspenridge Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, primarily long-term investment approach using low-cost mutual funds and ETFs, supplemented by other asset types as appropriate.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert M

Series 66

Fort Worth, TX

RHM Capital Management, Inc.

Robert Mehciz is a financial advisor at RHM Capital Management, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at MBR Capital Management, Inc., Merrill, and Banc Of America Investment Services, Inc. RHM Capital Management, Inc. provides portfolio management and pension consulting services to individuals and business entities, with a focus on customized portfolio construction and ongoing oversight. The firm manages approximately $25.6 million across nearly 292 client relationships, employing a range of investment strategies and maintaining a single-advisor structure.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Nicholas G

Series 63, Series 66

Fort Worth, TX

Aspenridge Wealth Advisors

Nicholas Godfrey is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at Ameriprise and Fidelity Investments. Godfrey is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified holdings, including mutual funds, ETFs, individual securities, and alternative investments.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Benjamin B

CFP®, Series 66

Fort Worth, TX

Aspenridge Wealth Advisors

Benjamin Bigler is a CFP® with 20 years of industry experience. He currently serves at AspenRidge Wealth Advisors and previously worked at Ameriprise for 20 years. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach, constructing diversified portfolios using a range of asset types and offering customized asset allocations with ongoing monitoring and reporting.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k)
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