William Fitzgerald
BNB Wealth Mangagement · Silver Spring, Maryland
William Fitzgerald is a fee-only financial advisor at BNB Wealth Mangagement in Silver Spring, Maryland. BNB Wealth Mangagement reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | BNB Wealth Mangagement |
|---|---|
| Based in | Silver Spring, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $264.6M across 480 accounts |
| SEC registration | Investment adviser representative in DC, MD · CRD 8321475 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | bnbinc.com |
How William's firm compares
- BNB Wealth Mangagement's average account is about $551,000, from its Form ADV (assets managed divided by 480 accounts).
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Questions about William
Is William Fitzgerald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and BNB Wealth Mangagement 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, BNB Wealth Mangagement, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Fitzgerald based?
William Fitzgerald is based in Silver Spring, Maryland.
Is William Fitzgerald registered with the SEC?
Yes. William Fitzgerald is registered as an investment adviser representative in DC and MD (CRD 8321475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BNB Wealth Mangagement manage?
BNB Wealth Mangagement reports $264.6M across 480 accounts in assets under management.
How do I contact William Fitzgerald?
Through William's website, bnbinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Silver Spring
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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