William Flynn
UP North Financial · Traverse City, Michigan
William Flynn is a fee-only financial advisor at UP North Financial in Traverse City, Michigan. UP North Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | UP North Financial |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $203.8M across 1,065 accounts |
| SEC registration | Investment adviser representative in MI · CRD 802730 |
| Exams passed | Series 63 (1985) · Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.upnorthfinancial.com |
How William's firm compares
- UP North Financial's average account is about $191,000, from its Form ADV (assets managed divided by 1,065 accounts).
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Questions about William
Is William Flynn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and UP North Financial 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, UP North Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Flynn based?
William Flynn is based in Traverse City, Michigan.
Is William Flynn registered with the SEC?
Yes. William Flynn is registered as an investment adviser representative in MI (CRD 802730), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does UP North Financial manage?
UP North Financial reports $203.8M across 1,065 accounts in assets under management.
How do I contact William Flynn?
Through William's website, www.upnorthfinancial.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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