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William Michael Onorato

RKL Private Wealth

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About William Michael Onorato

William Onorato is a financial advisor who has been in the industry since 1998. William is currently registered with RKL Private Wealth in Lancaster, PA, and has previously worked with AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. William holds the Series 7 and Series 65 licenses. William specializes in providing financial planning, pension consulting, and selection of other advisers. William also manages portfolios for individuals and businesses. RKL Private Wealth is an investment advisory firm with offices in Lancaster, PA. The firm has a total of 1095 client accounts, and provides financial planning, pension consulting, and selection of other advisers services. The firm also manages portfolios for individuals and businesses.

Firm Information

William Onorato is currently registered with RKL Private Wealth. RKL Private Wealth, based in Lancaster, PA, is an investment advisor with approximately $1.8 billion in regulatory assets under management. They offer a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
RKL Private Wealth

1800 FRUITVILLE PIKE

LANCASTER, PA 17601

$1.80B

Assets Under Management

9

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Onorato’s Registration & Firm History

PA

08/27/2020 - Present

RKL Private Wealth (LANCASTER PA)

MN

05/14/1998 - 09/04/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/14/1998 - 09/04/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/27/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Michael Onorato.
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