Will Holdren
Xception Family Office · Atlanta, Georgia
Will Holdren is a fee-only financial advisor at Xception Family Office in Atlanta, Georgia. Will focuses on founders (pre-exit), estate & legacy planning and family wealth transfer. Xception Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Executives
Facts
| Firm | Xception Family Office |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $189.3M across 28 accounts |
| SEC registration | Investment adviser representative in GA · CRD 8098247 |
| Exams passed | Series 65 (2026) · Series 66 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | xceptionfamilyoffice.com |
| Profile |
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Questions about Will
Is Will Holdren a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Will holds no broker registration, and Xception Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Will charge for financial advice?
Will's firm, Xception Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Will Holdren based?
Will Holdren is based in Atlanta, Georgia.
What does Will specialize in?
Will's specialties include founders (pre-exit), estate & legacy planning, family wealth transfer and small business owners. Will works with ultra high net worth, multi-generational families and executives.
Is Will Holdren registered with the SEC?
Yes. Will Holdren is registered as an investment adviser representative in GA (CRD 8098247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Xception Family Office manage?
Xception Family Office reports $189.3M across 28 accounts in assets under management.
How do I contact Will Holdren?
Through Will's website, xceptionfamilyoffice.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
- Xception Family Office 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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