Cary Beard
William Madison Advisors · Abilene, Texas
Cary Beard is a fee-only financial advisor at William Madison Advisors in Abilene, Texas, who holds the CFP and PFS credentials. William Madison Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | William Madison Advisors |
|---|---|
| Based in | Abilene, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $497.7M across 1,658 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in TX · CRD 4924792 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.williammadison.com |
| Profile |
How Cary's firm compares
- William Madison Advisors's average account is about $300,000, from its Form ADV (assets managed divided by 1,658 accounts).
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Questions about Cary
Is Cary Beard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cary holds no broker registration, and William Madison Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cary charge for financial advice?
Cary's firm, William Madison Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Cary Beard based?
Cary Beard is based in Abilene, Texas.
What credentials does Cary Beard hold?
Cary Beard holds the CFP and PFS credentials.
Is Cary Beard registered with the SEC?
Yes. Cary Beard is registered as an investment adviser representative in TX (CRD 4924792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does William Madison Advisors manage?
William Madison Advisors reports $497.7M across 1,658 accounts in assets under management.
How do I contact Cary Beard?
Through Cary's website, www.williammadison.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Abilene
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
- 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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