Brian Barthol
William Howard & Co. Financial Advisors · Memphis, Tennessee
Brian Barthol is a fee-only financial advisor at William Howard & Co. Financial Advisors in Memphis, Tennessee, who holds the CFP credential. Brian focuses on retirement planning, estate & legacy planning and tax planning. William Howard & Co. Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | William Howard & Co. Financial Advisors |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $342.1M across 543 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 2900440 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.whcfa.com |
How Brian's firm compares
- William Howard & Co. Financial Advisors's average account is about $630,000, from its Form ADV (assets managed divided by 543 accounts).
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Questions about Brian
Is Brian Barthol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and William Howard & Co. Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, William Howard & Co. Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Barthol based?
Brian Barthol is based in Memphis, Tennessee.
What does Brian specialize in?
Brian's specialties include retirement planning, estate & legacy planning and tax planning. Brian works with retirees.
What credentials does Brian Barthol hold?
Brian Barthol holds the CFP credential.
Is Brian Barthol registered with the SEC?
Yes. Brian Barthol is registered as an investment adviser representative in TN (CRD 2900440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does William Howard & Co. Financial Advisors manage?
William Howard & Co. Financial Advisors reports $342.1M across 543 accounts in assets under management.
How do I contact Brian Barthol?
Through Brian's website, www.whcfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- William Howard & Co. Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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