William Alexander
Retirement Management Systems · Leonardtown, Maryland
William Alexander is a fee-only financial advisor at Retirement Management Systems in Leonardtown, Maryland. Retirement Management Systems reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Management Systems |
|---|---|
| Based in | Leonardtown, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.89B across 4,472 accounts |
| SEC registration | Investment adviser representative in MD · CRD 8340771 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.manage401k.com |
How William's firm compares
- Retirement Management Systems's average account is about $422,000, from its Form ADV (assets managed divided by 4,472 accounts).
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Questions about William
Is William Alexander a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Retirement Management Systems 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's firm, Retirement Management Systems, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Alexander based?
William Alexander is based in Leonardtown, Maryland.
Is William Alexander registered with the SEC?
Yes. William Alexander is registered as an investment adviser representative in MD (CRD 8340771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Management Systems manage?
Retirement Management Systems reports $1.89B across 4,472 accounts in assets under management.
How do I contact William Alexander?
Through William's website, www.manage401k.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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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