William Bastian
Loveland & Bastian Financial Services Group · Mt. Pleasant, South Carolina
William Bastian is a fee-only financial advisor at Loveland & Bastian Financial Services Group in Mt. Pleasant, South Carolina. Loveland & Bastian Financial Services Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Loveland & Bastian Financial Services Group |
|---|---|
| Based in | Mt. Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $84M across 170 accounts |
| SEC registration | Investment adviser representative in SC · CRD 8026518 |
| Exams passed | Series 66 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How William's firm compares
- Loveland & Bastian Financial Services Group's average account is about $494,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about William
Is William Bastian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Loveland & Bastian Financial Services Group 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, Loveland & Bastian Financial Services Group, reports charging a percentage of assets on its SEC Form ADV.
Where is William Bastian based?
William Bastian is based in Mt. Pleasant, South Carolina.
Is William Bastian registered with the SEC?
Yes. William Bastian is registered as an investment adviser representative in SC (CRD 8026518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Loveland & Bastian Financial Services Group manage?
Loveland & Bastian Financial Services Group reports $84M across 170 accounts in assets under management.
How do I contact William Bastian?
Contact details aren't on file yet. Search for Loveland & Bastian Financial Services Group.
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
- 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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