William Fields
Shadow Wealth Management · Lexington, South Carolina
William Fields is a fee-only financial advisor at Shadow Wealth Management in Lexington, South Carolina. Shadow Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Shadow Wealth Management |
|---|---|
| Based in | Lexington, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $19.6M across 90 accounts |
| SEC registration | Investment adviser representative in FL, SC, TX · CRD 1966739 |
| Exams passed | Series 63 (1989) · Series 65 (1994) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | shadowwealth.com |
How William's firm compares
- Shadow Wealth Management's average account is about $217,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about William
Is William Fields a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Shadow 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, Shadow Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is William Fields based?
William Fields is based in Lexington, South Carolina.
Is William Fields registered with the SEC?
Yes. William Fields is registered as an investment adviser representative in FL, SC and TX (CRD 1966739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shadow Wealth Management manage?
Shadow Wealth Management reports $19.6M across 90 accounts in assets under management.
How do I contact William Fields?
Through William's website, shadowwealth.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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