William Eberhard
Ridgeline Private Wealth · Mesa, Arizona
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Ridgeline Private Wealth |
|---|---|
| Based in | Mesa, Arizona |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $172.8M across 627 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 8109761 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ridgelineprivatewealth.com |
How William's firm compares
- Ridgeline Private Wealth's average account is about $276,000, from its Form ADV (assets managed divided by 627 accounts).
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Questions about William
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.
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
- Ridgeline Private Wealth 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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