# William Cardwell

> William Cardwell is a fee-only financial advisor at Aurora Financial Strategies in Kokomo, Indiana, who holds the CFP credential. Aurora Financial Strategies reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aurora Financial Strategies
- **Based in:** Kokomo, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Assets under management (firm):** $541.5M across 1,981 accounts
- **Credentials:** CFP
- **Works with:** Early-career professionals, Founders, Retirees, Physicians, Tech employees
- **CRD:** 5602142 (https://adviserinfo.sec.gov/individual/summary/5602142)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.aurorafinancialstrategies.com

## Frequently asked questions

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

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

### How much does William charge?

According to Aurora Financial Strategies's website, checked October 30, 2026: no asset minimum.

### Where is William Cardwell based?

William Cardwell is based in Kokomo, Indiana.

### What credentials does William Cardwell hold?

William Cardwell holds the CFP credential.

### Is William Cardwell registered with the SEC?

Yes. William Cardwell is registered as an investment adviser representative in IN and TX (CRD 5602142), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aurora Financial Strategies manage?

Aurora Financial Strategies reports $541.5M across 1,981 accounts in assets under management.

### How do I contact William Cardwell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5602142): 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://www.aurorafinancialstrategies.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.