William Adelmann
Adelmann Financial · Colorado Springs, Colorado
William Adelmann is a fee-only financial advisor at Adelmann Financial in Colorado Springs, Colorado, who holds the CFP credential. William charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Adelmann Financial |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Percentage of assets |
| Assets under management | $105.9M across 340 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 8174747 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.adelmannfinancial.com |
| Profile |
How William's firm compares
- Adelmann Financial's average account is about $311,000, from its Form ADV (assets managed divided by 340 accounts).
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Questions about William
Is William Adelmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Adelmann Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges a percentage of assets.
Where is William Adelmann based?
William Adelmann is based in Colorado Springs, Colorado.
What does William specialize in?
William's specialties include retirement planning and estate & legacy planning.
What credentials does William Adelmann hold?
William Adelmann holds the CFP credential.
Is William Adelmann registered with the SEC?
Yes. William Adelmann is registered as an investment adviser representative in CO and TX (CRD 8174747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adelmann Financial manage?
Adelmann Financial reports $105.9M across 340 accounts in assets under management.
How do I contact William Adelmann?
Through William's website, www.adelmannfinancial.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
- Adelmann Financial 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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