Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
34yrs
William Pendleton
Full name on record: William George Pendleton
Financial advisor at The Ameriflex Group
William Pendleton has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Carmel, Indiana. William has been with The Ameriflex Group since 2026; before that, William spent six years at ON Investment Management. The Ameriflex Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 628 advisors with offices in Carmel, and one of 495 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 9% by experience in Carmel
Office101 E Carmel Drive, Suite 125, Carmel, IN 46032
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$549,793
Advisors at the firm209
States licensed ?1 state
Services through The Ameriflex Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowThe Ameriflex GroupCurrent firm
- 2020 – 2026ON Investment Management COPreviously
Contact William
(702) 987-9730Firm headquarters in Las Vegas, NV. Ask for William. 101 E Carmel Drive, Suite 125Carmel, IN 46032Office · Get directions Firm websiteameriflex.com
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call The Ameriflex Group at (702) 987-9730 and ask for William Pendleton. William works from the Carmel, IN office.
How long has William been a financial advisor?
William has been in the industry since 1993, about 34 years. Top 9% by experience in Carmel.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
The Ameriflex Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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