William Fair
AP Wealth Management · Augusta, Georgia
William Fair is a fee-only financial advisor at AP Wealth Management in Augusta, Georgia, who holds the CFP credential. AP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AP Wealth Management |
|---|---|
| Based in | Augusta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $339.6M across 948 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC, TX · CRD 4243098 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.apwealth.com |
How William's firm compares
- AP Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 948 accounts).
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Questions about William
Is William Fair a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and AP Wealth Management 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, AP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Fair based?
William Fair is based in Augusta, Georgia.
What credentials does William Fair hold?
William Fair holds the CFP credential.
Is William Fair registered with the SEC?
Yes. William Fair is registered as an investment adviser representative in GA, SC and TX (CRD 4243098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AP Wealth Management manage?
AP Wealth Management reports $339.6M across 948 accounts in assets under management.
How do I contact William Fair?
Through William's website, www.apwealth.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
- 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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