# William Baxter

> William Baxter is a fee-only financial advisor at Paladin Partners in Hartland, Wisconsin, who holds the CFP and ChFC credentials. William charges hourly fees and a one-time planning fee and focuses on estate & legacy planning, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/william-baxter-2816654/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paladin Partners
- **Based in:** Hartland, Wisconsin
- **Fee model:** Hourly; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $198.5M across 45 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners
- **Works with:** Founders
- **CRD:** 2816654 (https://adviserinfo.sec.gov/individual/summary/2816654)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.paladinpartners.biz

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Paladin Partners 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 hourly fees and a one-time planning fee.

### Where is William Baxter based?

William Baxter is based in Hartland, Wisconsin.

### What does William specialize in?

William's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. William works with founders.

### What credentials does William Baxter hold?

William Baxter holds the CFP and ChFC credentials.

### Is William Baxter registered with the SEC?

Yes. William Baxter is registered as an investment adviser representative in TX and WI (CRD 2816654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paladin Partners manage?

Paladin Partners reports $198.5M across 45 accounts in assets under management.

### How do I contact William Baxter?

Through William's website, www.paladinpartners.biz.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2816654): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.paladinpartners.biz/): specialties, clients served, and fees, checked October 30, 2026

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