Janney Montgomery Scott
46yrs
Top advisor by experience in Aiken
33yrs
William Paschal
Financial advisor at &partners
William Paschal has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Aiken, South Carolina. After six years at Wells Fargo Advisors and three years at A. G. Edwards & Sons, William joined &partners in 2025, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFP® designation.
One of 56 advisors with offices in Aiken, and one of 55 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 9% by experience in South Carolina
Office149 Crepe Myrtle Drive, Aiken, SC 29803
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?2 states
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – now&partnersCurrent firm
- 2019 – 2025
- 2008 – 2019Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2008A. G. Edwards & Sons, Inc.Previously
Contact William
(615) 255-6431Firm headquarters in Nashville, TN. Ask for William. 149 Crepe Myrtle DriveAiken, SC 29803Office · Get directions LinkedIn page&partners
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About William
How do I contact William?
Call &partners at (615) 255-6431 and ask for William Paschal. William works from the Aiken, SC office.
How long has William been a financial advisor?
William has been in the industry since 1993, about 33 years. Top 9% by experience in South Carolina.
What licenses does William hold?
Series 63, Series 66. 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?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other 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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