William Fan
Paulson Wealth Management · Wheaton, Illinois
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.
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Specialties
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 |
| Assets under management | $558.9M across 1,493 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7392428 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.paulsonwealth.com |
| Profile |
How William's firm compares
- Paulson Wealth Management's average account is about $374,000, from its Form ADV (assets managed divided by 1,493 accounts).
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Questions about William
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.
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
- Paulson Wealth Management 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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