William Andrew Karsten
Investment adviser representative at Planpilot
12 yearsExperience
6 statesRegistered in
$5.6BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
12 years in the industry.
- Planpilot, LLCFeb 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 6 states (FL, IA, IL, KY, OH, TX).
Planpilot
Legal name: Planpilot, LLC
$5.6BAssets managed
172Clients
8Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6108098
- Firm CRD
- 160319