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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-27-2021
- Office Locations
- 1
Office Locations
About WD Financial Solutions
WD Financial Solutions (Owings, MD), led by Bill Fields Jr., provides personal financial guidance spanning insurance, investing, retirement, estate planning, and wealth preservation. The practice emphasizes education and market context through newsletters, calculators, research reports, and market performance data, and highlights tiered investment approaches designed to balance income and growth objectives.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM DELANZO FIELDS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6239079
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,326 | -- |
| Non-Discretionary | $0 | -- |
| Total | $193,326 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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