William Canty
Canty Wealth Management · Ballston Spa, New York
William Canty is a fee-only financial advisor at Canty Wealth Management in Ballston Spa, New York, who holds the CFP credential. Canty Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Canty Wealth Management |
|---|---|
| Based in | Ballston Spa, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $254.0M across 447 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 2663724 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cantyfinancial.com |
How William's firm compares
- Canty Wealth Management's average account is about $568,000, from its Form ADV (assets managed divided by 447 accounts).
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Questions about William
Is William Canty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Canty Wealth Management 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, Canty Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Canty based?
William Canty is based in Ballston Spa, New York.
What credentials does William Canty hold?
William Canty holds the CFP credential.
Is William Canty registered with the SEC?
Yes. William Canty is registered as an investment adviser representative in FL and NY (CRD 2663724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canty Wealth Management manage?
Canty Wealth Management reports $254.0M across 447 accounts in assets under management.
How do I contact William Canty?
Through William's website, www.cantyfinancial.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
- 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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