UBS Financial Services
47yrs
Top advisor by experience in Phoenix
38yrs
William Kosic has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Phoenix, Arizona. After two years at Fiscal Wisdom Wealth Management and two years at Bankers Life Advisory Services, William joined Empirikal Partners in 2022, a firm offering financial planning, investment management, and retirement plan consulting. William holds the ChFC designation.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top advisor by experience at Empirikal Partners
OfficePhoenix, AZ
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$439,698
Advisors at the firm10
States licensed ?1 state
Services through Empirikal Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowEmpirikal Partners LLCCurrent firm
- 2019 – 2022Fiscal Wisdom Wealth Management LLCPreviously
- Dec 2017 – Oct 2019Bankers Life Advisory Services, Inc.Previously
- Jan 2016 – Sep 2016Investacorp Advisory Services Inc.Previously
- 2012 – 2015Kestra Investment Services, LLCPreviously
- Jul 2010 – Dec 2011Truist Investment Services, Inc.Previously
Contact William
(480) 558-6167Empirikal Partners main office Phoenix, AZOffice · Get directions Facebook pageEmpirikal PartnersIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- What does a financial plan with you include, and how often is it updated?
- 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 Empirikal Partners at (480) 558-6167 and ask for William Kosic. William works from the Phoenix, AZ office.
How long has William been a financial advisor?
William has been in the industry since 1988, about 38 years. Top advisor by experience at Empirikal Partners.
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?
Empirikal Partners reports being paid by a percentage of the assets they manage, hourly 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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