William Coscioni
Wealthcare · Aiken, South Carolina
William Coscioni is a fee-only financial advisor at Wealthcare in Aiken, South Carolina, who holds the CFP credential. Wealthcare reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wealthcare |
|---|---|
| Based in | Aiken, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16.9M across 82 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 1503133 |
| Exams passed | Series 63 (1986) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wealthcare910.com |
How William's firm compares
- Wealthcare's average account is about $206,000, from its Form ADV (assets managed divided by 82 accounts).
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Questions about William
Is William Coscioni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Wealthcare 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, Wealthcare, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Coscioni based?
William Coscioni is based in Aiken, South Carolina.
What credentials does William Coscioni hold?
William Coscioni holds the CFP credential.
Is William Coscioni registered with the SEC?
Yes. William Coscioni is registered as an investment adviser representative in SC (CRD 1503133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthcare manage?
Wealthcare reports $16.9M across 82 accounts in assets under management.
How do I contact William Coscioni?
Through William's website, www.wealthcare910.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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