# William Blake

> William Blake is a fee-only financial advisor at PMG Family Office in Plano, Texas. William focuses on family wealth transfer, founders (pre-exit) and tax planning. PMG Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** PMG Family Office
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $144.0M across 296 accounts
- **Specialties:** Family wealth transfer, Founders (pre-exit), Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 5790727 (https://adviserinfo.sec.gov/individual/summary/5790727)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.pmgfamilyoffice.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and PMG Family Office 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, PMG Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Blake based?

William Blake is based in Plano, Texas.

### What does William specialize in?

William's specialties include family wealth transfer, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. William works with multi-generational families.

### Is William Blake registered with the SEC?

Yes. William Blake is registered as an investment adviser representative in TX (CRD 5790727), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PMG Family Office manage?

PMG Family Office reports $144.0M across 296 accounts in assets under management.

### How do I contact William Blake?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5790727): 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://pmgfamilyoffice.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.