William Dagley
Private Wealth Partners · Mill Valley, California
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.
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Specialties
Who they serve
- High earners
- Early-career professionals
- Multi-generational families
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 | $1.92B across 601 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, IL, KS, MT, NV, NY, OH, TX, WA · CRD 1446144 |
| Exams passed | Series 63 (2000) · Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pwpart.com |
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Questions about William
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.
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
- Private Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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