# William Eberhard

> William Eberhard is a fee-only financial advisor at Ridgeline Private Wealth in Mesa, Arizona. William charges an ongoing planning fee and focuses on founders (pre-exit) and small business owners.

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

## Facts

- **Firm:** Ridgeline Private Wealth
- **Based in:** Mesa, Arizona
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $172.8M across 627 accounts
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** Founders
- **CRD:** 8109761 (https://adviserinfo.sec.gov/individual/summary/8109761)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.ridgelineprivatewealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Ridgeline 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 charges an ongoing planning fee.

### Does William work with clients virtually?

Yes. Ridgeline Private Wealth says on its website that it works with clients remotely.

### Where is William Eberhard based?

William Eberhard is based in Mesa, Arizona.

### What does William specialize in?

William's specialties include founders (pre-exit) and small business owners. William works with founders.

### Is William Eberhard registered with the SEC?

Yes. William Eberhard is registered as an investment adviser representative in AZ (CRD 8109761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ridgeline Private Wealth manage?

Ridgeline Private Wealth reports $172.8M across 627 accounts in assets under management.

### How do I contact William Eberhard?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8109761): 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.ridgelineprivatewealth.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.