IHT Wealth Management
46yrs
Top advisor by experience in Oakbrook Terrace
New
William Harris
Financial advisor at Goldstone Financial Group
William Harris is a fiduciary financial advisor in Oakbrook Terrace, Illinois, registered since Jul 2026. William joined Goldstone Financial Group in 2026, a firm offering financial planning, investment management, and educational workshops. Goldstone Financial Group reports being paid through a percentage of assets and hourly fees.
One of 246 advisors with offices in Oakbrook Terrace, and one of 226 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$629,279
Advisors at the firm17
States licensed ?1 state
Services through Goldstone Financial Group
Financial planningInvestment management for individuals and small businessesEducational 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.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowGoldstone Financial Group, LLCCurrent firm
Contact William
(630) 620-9300Goldstone Financial Group main office 18w140 Butterfield Road 16th FloorOakbrook Terrace, IL 60181Office · Get directions Instagram pageGoldstone Financial Group
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Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Goldstone Financial Group at (630) 620-9300 and ask for William Harris. William works from the Oakbrook Terrace, IL office.
How long has William been a financial advisor?
William is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does William hold?
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?
Goldstone Financial Group 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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