# William Collier

> William Collier is a fee-only financial advisor at Live Oak Private Wealth in Rocky Mount, North Carolina. William focuses on retirement planning and estate & legacy planning. Live Oak Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Live Oak Private Wealth
- **Based in:** Rocky Mount, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.32B across 1,157 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 1123362 (https://adviserinfo.sec.gov/individual/summary/1123362)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1983), Series 65 (2014)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.liveoakprivatewealth.com

## Frequently asked questions

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

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

### Where is William Collier based?

William Collier is based in Rocky Mount, North Carolina.

### What does William specialize in?

William's specialties include retirement planning and estate & legacy planning.

### Is William Collier registered with the SEC?

Yes. William Collier is registered as an investment adviser representative in NC (CRD 1123362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Live Oak Private Wealth manage?

Live Oak Private Wealth reports $1.32B across 1,157 accounts in assets under management.

### How do I contact William Collier?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1123362): 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://liveoakprivatewealth.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.