William Cuthbertson
Fiscalis Advisory, Inc. · Mission Viejo, California
William Cuthbertson is a fee-only financial advisor at Fiscalis Advisory, Inc. in Mission Viejo, California, who holds the CFP, EA and MBA credentials. William charges an ongoing planning fee and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and pension planning.
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Specialties
Facts
| Firm | Fiscalis Advisory, Inc. |
|---|---|
| Based in | Mission Viejo, California |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $46.8M across 66 accounts |
| Credentials | CFP · EA · MBA |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 4704617 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fiscalisadvisory.com |
How William's firm compares
- Fiscalis Advisory, Inc.'s average account is about $708,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about William
Is William Cuthbertson a fee-only financial advisor?
Yes. William Cuthbertson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.
How does William charge for financial advice?
William charges an ongoing planning fee and a one-time planning fee.
How much does William charge?
According to Fiscalis Advisory, Inc.'s website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is William Cuthbertson based?
William Cuthbertson is based in Mission Viejo, California.
What does William specialize in?
William's specialties include retirement planning, tax planning, pension planning and family wealth transfer.
What credentials does William Cuthbertson hold?
William Cuthbertson holds the CFP, EA and MBA credentials.
Is William Cuthbertson registered with the SEC?
Yes. William Cuthbertson is registered as an investment adviser representative in CA, TX and WA (CRD 4704617), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Fiscalis Advisory, Inc. manage?
Fiscalis Advisory, Inc. reports $46.8M across 66 accounts in assets under management.
How do I contact William Cuthbertson?
Through William's website, fiscalisadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Fiscalis Advisory, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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