# William Beezley

> William Beezley is a fee-only financial advisor at Olympic Financial Advisors in Port Townsend, Washington. William focuses on retirement planning. Olympic Financial Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Olympic Financial Advisors
- **Based in:** Port Townsend, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $52.2M across 155 accounts
- **Specialties:** Retirement planning
- **CRD:** 1277412 (https://adviserinfo.sec.gov/individual/summary/1277412)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1998), Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.olympicfinancialadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Olympic Financial Advisors 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, Olympic Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.

### How much does William charge?

According to Olympic Financial Advisors's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is William Beezley based?

William Beezley is based in Port Townsend, Washington.

### What does William specialize in?

William's specialties include retirement planning.

### Is William Beezley registered with the SEC?

Yes. William Beezley is registered as an investment adviser representative in WA (CRD 1277412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Olympic Financial Advisors manage?

Olympic Financial Advisors reports $52.2M across 155 accounts in assets under management.

### How do I contact William Beezley?

Through William's website, www.olympicfinancialadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1277412): 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.olympicfinancialadvisors.com/): 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.