Will Hullinger, CFP® Verity Wealth Partners

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About Will Hullinger, CFP®

I work with individuals, couples, and families to create confidence and peace of mind in their financial lives through strategic planning. I consider it both a privilege and rare opportunity to know my clients on such a personal level—and witness as they live out their deepest values and aspirations. My expertise is in equity compensation: how to take it, reduce taxable implications and diversify from the concentrated position tax-efficiently.

My journey in the financial industry began at Anderson University, where I majored in finance and minored in information technology (and played soccer). After school, before fully launching into finance, I held various roles, including network administration in D.C., church planting in AZ, and business valuation and litigation support in Detroit. These all served as informative experiences that eventually led me to my career today.

I transitioned into financial services at a Detroit-area hedge fund, where I wore several hats as controller, COO, and compliance liaison. After this, I served as a chief operating officer at another registered investment advisor serving ultra-high-net-worth families and institutions. Before starting Verity Wealth Partners, I was an advisor at a Detroit-Metro registered investment advisory firm for four years. I left in early 2020, fueled by a desire to spend more time with my family, engage clients on a deeper level, and make a greater impact in the city of Detroit. Starting Verity during a worldwide pandemic is my most significant professional achievement and challenge in life.

I was born and raised in a small town in Southwestern Michigan as the youngest of 2 children. I made my way to Detroit by way of Indianapolis, Washington D.C, and finally Tucson, AZ. I met my wife, Jen, at the University of Michigan, where I attended before transferring to Anderson University.

In 2013, Jen and I moved from the suburbs to the city of Detroit. We now attempt to maintain the peace in our home and keep our sanity while raising our four (mainly adorable) children, Scarlet, Eli, Emmeline and Marcus. When I’m not working, I exercise regularly, golf occasionally, BBQ and smoke meat, and savor quiet evenings sipping scotch.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Entrepreneurs
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $1500+/engagement
  • Assets Under Management: 0.25%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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