William Buckman
Dollars & Sense Financial Fitness · Bowling Green, Kentucky
William Buckman is a fee-only financial advisor at Dollars & Sense Financial Fitness in Bowling Green, Kentucky. Dollars & Sense Financial Fitness reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Dollars & Sense Financial Fitness |
|---|---|
| Based in | Bowling Green, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4M across 10 accounts |
| SEC registration | Investment adviser representative in KY, TX · CRD 7739853 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
How William's firm compares
- Dollars & Sense Financial Fitness's average account is about $400,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about William
Is William Buckman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Dollars & Sense Financial Fitness 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, Dollars & Sense Financial Fitness, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Buckman based?
William Buckman is based in Bowling Green, Kentucky.
Is William Buckman registered with the SEC?
Yes. William Buckman is registered as an investment adviser representative in KY and TX (CRD 7739853), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dollars & Sense Financial Fitness manage?
Dollars & Sense Financial Fitness reports $4M across 10 accounts in assets under management.
How do I contact William Buckman?
Contact details aren't on file yet. Search for Dollars & Sense Financial Fitness.
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
- 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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