William Errett
Sather Financial Group · New Braunfels, Texas
William Errett is a fee-only financial advisor at Sather Financial Group in New Braunfels, Texas. Sather Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Sather Financial Group |
|---|---|
| Based in | New Braunfels, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.27B across 1,506 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8063524 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | satherfinancial.com |
How William's firm compares
- Sather Financial Group's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,506 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Errett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Sather Financial Group 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, Sather Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Errett based?
William Errett is based in New Braunfels, Texas.
Is William Errett registered with the SEC?
Yes. William Errett is registered as an investment adviser representative in TX (CRD 8063524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sather Financial Group manage?
Sather Financial Group reports $2.27B across 1,506 accounts in assets under management.
How do I contact William Errett?
Through William's website, satherfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Braunfels
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
- 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.
See something wrong? Request a correction. Read our methodology.