William Ertel
Tassel Capital Management, Inc. · Matthews, North Carolina
William Ertel is a fee-only financial advisor at Tassel Capital Management, Inc. in Matthews, North Carolina, who holds the CFP, CMFC and CPA/PFS credentials. William charges a percentage of assets and a one-time planning fee (one-time plans from $2,250 and 1.1% a year on the first tier of assets managed).
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Facts
| Firm | Tassel Capital Management, Inc. |
|---|---|
| Based in | Matthews, North Carolina |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,250 · 1.1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $266.0M across 850 accounts |
| Credentials | CFP · CMFC · CPA/PFS |
| SEC registration | Investment adviser representative in NC · CRD 3057870 |
| Exams passed | Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | tasselcapital.com |
How William's firm compares
- A one-time plan starts at $2,250, above the North Carolina median of $1,950 for fee-only firms that publish prices.
- Tassel Capital Management, Inc.'s average account is about $313,000, from its Form ADV (assets managed divided by 850 accounts).
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Questions about William
Is William Ertel a fee-only financial advisor?
Yes. William Ertel is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.
How does William charge for financial advice?
William charges a percentage of assets and a one-time planning fee.
How much does William charge?
According to Tassel Capital Management, Inc.'s website, checked October 28, 2026: one-time plans from $2,250; 1.1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does William work with clients virtually?
Yes. Tassel Capital Management, Inc. says on its website that it works with clients remotely.
Where is William Ertel based?
William Ertel is based in Matthews, North Carolina.
What credentials does William Ertel hold?
William Ertel holds the CFP, CMFC and CPA/PFS credentials.
Is William Ertel registered with the SEC?
Yes. William Ertel is registered as an investment adviser representative in NC (CRD 3057870), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Tassel Capital Management, Inc. manage?
Tassel Capital Management, Inc. reports $266.0M across 850 accounts in assets under management.
How do I contact William Ertel?
Through William's website, tasselcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Tassel Capital Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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