William Arnold
AVID Planning · Saint Petersburg, Florida
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.
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Specialties
Who they serve
- High earners
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 |
| Assets under management | $58.5M across 223 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4726501 |
| Exams passed | Series 63 (2005) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | avidplanning.com |
| Profile |
How William's firm compares
- A one-time plan starts at $5,500, above the Florida median of $2,500 for fee-only firms that publish prices.
- AVID Planning's average account is about $263,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- AVID Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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