William Blake
PMG Family Office · Plano, Texas
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $144.0M across 296 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5790727 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pmgfamilyoffice.com |
How William's firm compares
- PMG Family Office's average account is about $486,000, from its Form ADV (assets managed divided by 296 accounts).
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Questions about William
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.
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
- PMG Family Office 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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