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Advisors / Minnesota / Minnetonka
8yrs

William Will

Financial advisor at Advisornet Wealth Partners

Based in Minnetonka, Minnesota, William Will is a fiduciary financial advisor with 8 years of industry experience. William joined Advisornet Wealth Partners in 2020, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFA designation.

One of 461 advisors with offices in Minnetonka, and one of 355 fiduciaries.

Minnetonka, MN 55305CFAFiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office110 Cheshire Lane Suite 200, Minnetonka, MN 55305
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$895,238
Advisors at the firm29
States licensed ?1 state

Services through Advisornet Wealth Partners

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now

Questions to ask William

Tailored to William’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Advisornet Wealth Partners at (612) 347-8600 and ask for William Will. William works from the Minnetonka, MN office.

How long has William been a financial advisor?

William has been in the industry since 2018, about 8 years. 8 years in the industry.

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?

Advisornet Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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