William Bissett

William Bissett

CFP®
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Advisor Details

Contact Advisor
Company
Wealth Manager at Pinnacle Advisory Group
Address
4432 Canoebrook Road
Charlotte NC, 28210
Phone
(410) 995-6630
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About William

William Bissett, CFP®, is CEO of http://www.principledheart.com and a Wealth Manager with Pinnacle Advisory Group.

William B. Bissett, CFP® is a wealth manager for clients at Pinnacle Advisory Group. Mr. Bissett also founded Principled Heart, which is an online tool to help individuals organize the information necessary for their estate administration – including digital assets.

Mr. Bissett has also been involved with the Financial Planning Association since 2005. He chaired the FPA of Maryland Government Relations Committee from 2005 to 2009. In 2009, he joined the Board of the FPA of Maryland and was elected to the exe...

Education

  • B.A. , Economics, North Carolina State University

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Typical Clients & Fee Structure

Typical Clients

People near retirement

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.