William
Myers
Plante Moran Financial Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
William Myers is a financial advisor operating out of Detroit, Michigan. Myers currently works for Plante Moran Financial Advisors. During their career, Myers has held roles at Plante Moran Financial Advisors, Shanty Creek, Merrill Lynch, Dewitt Marine, University Of Alabama, Troy High School and Smith Middle School. Myers maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Michigan. Plante Moran Financial Advisors is a financial advisory business headquartered in Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It oversees $17 billion in assets across its 16,199 client accounts, making it one of the largest firms in the country by assets under management. The firm serves four charities and foundations. Of its 16,199 client accounts, 87% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically depend on which services the firm provides the client. However, fees billed by Plante Moran Financial Advisors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Myers Work History
William has been registered as a financial advisor for 0 years.*
Plante Moran Financial Advisors
Shanty Creek
Shanty Creek
Merrill Lynch
Dewitt Marine
University Of Alabama
Troy High School
Smith Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Myers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plante Moran Financial Advisors
West Bloomfield, MI
Portage, MI
Chicago, IL
Monroe, WA
Detroit, MI
Columbus, OH
Chicago, IL
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
