Terra Wealth

Investment Advisor
in Canton, TX

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About this Advisor

William Bone is a financial advisor operating in Canton, Texas who has 1 year of relevant experience. Bone works at Terra Wealth. During their career, Bone has held roles at Pfs Investments, Inc, Primerica Financial Services, William C Bone Dds and Terra Wealth Management, LLC. Bone maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Terra Wealth is a company based out of High Point, NC. It has offices in 25 locations and a total of 62 financial advisors. It has $167 million in total assets between its 1,648 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,648 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Terra Wealth provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically vary depending on the type of services offered. However, fees charged by Terra Wealth may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Canton, TX

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Terra Wealth Brokerage Details

Total Assets Under Management


TX Average: $3,625,019,099
Total Number of Employees


TX Average: 22
Total Number of Accounts


TX Average: 1,917
Average Account Size


TX Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

William Bone Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Terra Wealth Management, LLC

2018 - 2022 (4 years)

Pfs Investments, Inc

2018 - 2022 (4 years)

Primerica Financial Services

1975 - 2018 (43 years)

William C Bone Dds

*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.


Please visit the SEC profile of William Bone 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 Terra Wealth

Joseph Osborne
Murfreesboro, TN
Marcus White
Wausau, WI
Michael Mcdonald
High Point, NC
Dillon Kazemi
High Point, NC
Jeffery Cole
High Point, NC
Jacob Hunt
San Tan Valley, AZ
Richard Wilkinson
High Point, NC
Montel Hawkins
Phoenix, AZ

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.

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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.

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