# William Arnold

> William Arnold is a fee-only financial advisor at AVID Planning in Saint Petersburg, Florida, who holds the CFP credential. William charges a flat fee or retainer (one-time plans from $5,500) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/william-arnold/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** AVID Planning
- **Based in:** Saint Petersburg, Florida
- **Fee model:** Flat fee or retainer
- **Fees (firm's website):** one-time plans from $5,500
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $58.5M across 223 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** High earners
- **CRD:** 4726501 (https://adviserinfo.sec.gov/individual/summary/4726501)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2005), Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://avidplanning.com

## Frequently asked questions

### Is William Arnold a fee-only financial advisor?

Yes. William Arnold is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.

### How does William charge for financial advice?

William charges a flat fee or retainer.

### How much does William charge?

According to AVID Planning's website, checked October 28, 2026: one-time plans from $5,500.

### Where is William Arnold based?

William Arnold is based in Saint Petersburg, Florida.

### What does William specialize in?

William's specialties include retirement planning, tax planning and estate & legacy planning. William works with high earners.

### What credentials does William Arnold hold?

William Arnold holds the CFP credential.

### Is William Arnold registered with the SEC?

Yes. William Arnold is registered as an investment adviser representative in FL and TX (CRD 4726501), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does AVID Planning manage?

AVID Planning reports $58.5M across 223 accounts in assets under management.

### How do I contact William Arnold?

Through William's website, avidplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47524): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://avidplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.