Valerie Lasher-Adelman
William Howard & Co. Financial Advisors · Boca Raton, Florida
Valerie Lasher-Adelman is a fee-only financial advisor at William Howard & Co. Financial Advisors in Boca Raton, Florida, who holds the CFP credential. Valerie 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 | Boca Raton, Florida |
| 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 FL, TX · CRD 1318246 |
| Exams passed | Series 63 (1984) · Series 65 (2004) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.whcfa.com |
How Valerie'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 Valerie
Is Valerie Lasher-Adelman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valerie 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 Valerie charge for financial advice?
Valerie'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 Valerie Lasher-Adelman based?
Valerie Lasher-Adelman is based in Boca Raton, Florida.
What does Valerie specialize in?
Valerie's specialties include retirement planning, estate & legacy planning and tax planning. Valerie works with retirees.
What credentials does Valerie Lasher-Adelman hold?
Valerie Lasher-Adelman holds the CFP credential.
Is Valerie Lasher-Adelman registered with the SEC?
Yes. Valerie Lasher-Adelman is registered as an investment adviser representative in FL and TX (CRD 1318246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Valerie Lasher-Adelman?
Through Valerie'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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