# William Fan

> William Fan is a fee-only financial advisor at Paulson Wealth Management in Wheaton, Illinois, who holds the CFP credential. William focuses on retirement planning, tax planning and estate & legacy planning. Paulson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Paulson Wealth Management
- **Based in:** Wheaton, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $558.9M across 1,493 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 7392428 (https://adviserinfo.sec.gov/individual/summary/7392428)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.paulsonwealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Paulson 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, Paulson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Fan based?

William Fan is based in Wheaton, Illinois.

### What does William specialize in?

William's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.

### What credentials does William Fan hold?

William Fan holds the CFP credential.

### Is William Fan registered with the SEC?

Yes. William Fan is registered as an investment adviser representative in IL (CRD 7392428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paulson Wealth Management manage?

Paulson Wealth Management reports $558.9M across 1,493 accounts in assets under management.

### How do I contact William Fan?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7392428): 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.paulsonwealth.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.