Oneamerica Securities
46yrs
Top advisor by experience in Waltham
7yrs
William Behling
Financial advisor at Integrated Wealth Concepts
William Behling has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Waltham, Massachusetts. William has been with Integrated Wealth Concepts since 2023; before that, William spent less than a year at Creative Planning and a year at Heritage Way Advisors. Integrated Wealth Concepts offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office200 5th Avenue Suite 4010, Waltham, MA 02451
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
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
- 2023 – nowIntegrated Wealth Concepts LLCCurrent firm
- Dec 2021 – Feb 2022Creative PlanningPreviously
- Jun 2020 – Dec 2021Heritage Way Advisors, L.L.C.Previously
- Jul 2019 – Jan 2020Edward JonesPreviously
Contact William
(781) 890-3045Integrated Wealth Concepts main office 200 5th Avenue Suite 4010Waltham, MA 02451Office · Get directions YouTube channelIntegrated Wealth Concepts
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Questions to ask William
Tailored to William’s registration and firm.
- 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 Integrated Wealth Concepts at (781) 890-3045 and ask for William Behling. William works from the Waltham, MA office.
How long has William been a financial advisor?
William has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does William hold?
Series 65, 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?
Integrated Wealth Concepts 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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