Daryl Spirka
Williams Financial · North Bennington, Vermont
Daryl Spirka is a fee-only financial advisor at Williams Financial in North Bennington, Vermont, who holds the CFP credential. Williams Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Williams Financial |
|---|---|
| Based in | North Bennington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.9M across 837 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NY, TX, VT · CRD 4006179 |
| Exams passed | Series 66 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.williamsfinancial.net |
How Daryl's firm compares
- Williams Financial's average account is about $251,000, from its Form ADV (assets managed divided by 837 accounts).
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Questions about Daryl
Is Daryl Spirka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daryl holds no broker registration, and Williams Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daryl charge for financial advice?
Daryl's firm, Williams Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daryl Spirka based?
Daryl Spirka is based in North Bennington, Vermont.
What credentials does Daryl Spirka hold?
Daryl Spirka holds the CFP credential.
Is Daryl Spirka registered with the SEC?
Yes. Daryl Spirka is registered as an investment adviser representative in MA, NY, TX and VT (CRD 4006179), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Williams Financial manage?
Williams Financial reports $209.9M across 837 accounts in assets under management.
How do I contact Daryl Spirka?
Through Daryl's website, www.williamsfinancial.net.
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
- 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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