William Baxter
Paladin Partners · Hartland, Wisconsin
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.
Request an introduction to William →
Specialties
Who they serve
- Founders
Facts
| Firm | Paladin Partners |
|---|---|
| Based in | Hartland, Wisconsin |
| Fee model | Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $198.5M across 45 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, WI · CRD 2816654 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.paladinpartners.biz |
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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
- Paladin Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.