William Bissett
Portus Wealth Advisors · Charlotte, North Carolina
William Bissett is a fee-only financial advisor at Portus Wealth Advisors in Charlotte, North Carolina, who holds the CFP credential. William focuses on founders (pre-exit), retirement planning and family wealth transfer. Portus Wealth Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Portus Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $204.1M across 528 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 4644966 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | portusadvisors.com |
| Profile |
How William's firm compares
- Portus Wealth Advisors's average account is about $387,000, from its Form ADV (assets managed divided by 528 accounts).
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Questions about William
Is William Bissett a fee-only financial advisor?
Yes. William Bissett is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.
How does William charge for financial advice?
William's firm, Portus Wealth Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is William Bissett based?
William Bissett is based in Charlotte, North Carolina.
What does William specialize in?
William's specialties include founders (pre-exit), retirement planning and family wealth transfer. William works with founders and multi-generational families.
What credentials does William Bissett hold?
William Bissett holds the CFP credential.
Is William Bissett registered with the SEC?
Yes. William Bissett is registered as an investment adviser representative in NC and TX (CRD 4644966), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Portus Wealth Advisors manage?
Portus Wealth Advisors reports $204.1M across 528 accounts in assets under management.
How do I contact William Bissett?
Through William's website, portusadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Portus Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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