# William Dagley

> William Dagley is a fee-only financial advisor at Private Wealth Partners in Mill Valley, California. William focuses on estate & legacy planning, tax planning and family wealth transfer. Private Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Private Wealth Partners
- **Based in:** Mill Valley, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $1.92B across 601 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** High earners, Early-career professionals, Multi-generational families
- **CRD:** 1446144 (https://adviserinfo.sec.gov/individual/summary/1446144)
- **SEC registration:** Investment adviser representative in AZ, CA, FL, IL, KS, MT, NV, NY, OH, TX, WA
- **Exams passed:** Series 63 (2000), Series 65 (2024)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.pwpart.com

## Frequently asked questions

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

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

### Where is William Dagley based?

William Dagley is based in Mill Valley, California.

### What does William specialize in?

William's specialties include estate & legacy planning, tax planning and family wealth transfer. William works with high earners, early-career professionals and multi-generational families.

### Is William Dagley registered with the SEC?

Yes. William Dagley is registered as an investment adviser representative in AZ, CA, FL, IL, KS, MT, NV, NY, OH, TX and WA (CRD 1446144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Wealth Partners manage?

Private Wealth Partners reports $1.92B across 601 accounts in assets under management.

### How do I contact William Dagley?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1446144): 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.pwpart.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.