William Beezley
Olympic Financial Advisors · Port Townsend, Washington
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.
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Specialties
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 |
| Assets under management | $52.2M across 155 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1277412 |
| Exams passed | Series 63 (1998) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.olympicfinancialadvisors.com |
How William's firm compares
- Olympic Financial Advisors's average account is about $337,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about William
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.
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
- Olympic Financial Advisors 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.
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