William Robson Tipps
Investment adviser representative at Empower Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$349.3MFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Empower Wealth ManagementJul 2026 to now
- Austin AssetSep 2024 to Apr 2026
- HacknoticeDec 2023 to Jul 2024
- Charles Schwab & Co., Inc.Oct 2021 to Dec 2023
- Charles Schwab Bank, SsbOct 2021 to Dec 2023
- ModisJan 2021 to Oct 2021
- The Heyl Group With Keller WilliamsJan 2020 to Jan 2021
- UnemployedNov 2019 to Jan 2020
- AXA Advisors LLCApr 2015 to Nov 2019
- 49 FinancialSep 2014 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Empower Wealth Management
Legal name: Donato Wealth Management, Pllc
$349.3MAssets managed
551Clients
8Advisers
5 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
- 6366332
- Firm CRD
- 305031