Edward Jones
43yrs
Top advisor by experience in Truckee
26yrs
William Austin
Full name on record: William Wright Austin
Financial advisor at Commonwealth Financial Network
William Austin has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Truckee, California. After four years at Ameriprise Financial Services and eight years at Wells Fargo Advisors, William joined Commonwealth Financial Network in 2020, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFP® designation.
One of 15 advisors with offices in Truckee, and one of 14 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office11209 Brockway Road Suite C-203, Truckee, CA 96161
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- 2020 – nowCommonwealth Financial NetworkCurrent firm
- 2016 – 2020Ameriprise Financial Services, LLCPreviously
- 2008 – 2016Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2008A. G. Edwards & Sons, Inc.Previously
Contact William
(781) 736-0700Firm headquarters in Waltham, MA. Ask for William. 11209 Brockway Road Suite C-203Truckee, CA 96161Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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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 Commonwealth Financial Network at (781) 736-0700 and ask for William Austin. William works from the Truckee, CA office.
How long has William been a financial advisor?
William has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
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?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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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