William Gaffey
Aufman Associates · Sewickley, Pennsylvania
William Gaffey is a fee-only financial advisor at Aufman Associates in Sewickley, Pennsylvania, who holds the CFA credential. Aufman Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aufman Associates |
|---|---|
| Based in | Sewickley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $971.5M across 249 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, FL, GA, LA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA · CRD 4610801 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.aufmanassociates.com |
How William's firm compares
- Aufman Associates's average account is about $3.9 million, from its Form ADV (assets managed divided by 249 accounts).
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Questions about William
Is William Gaffey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Aufman Associates 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, Aufman Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Gaffey based?
William Gaffey is based in Sewickley, Pennsylvania.
What credentials does William Gaffey hold?
William Gaffey holds the CFA credential.
Is William Gaffey registered with the SEC?
Yes. William Gaffey is registered as an investment adviser representative in CA, FL, GA, LA, MD, NC, NH, NJ, NY, OH, PA, SC, TX and VA (CRD 4610801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aufman Associates manage?
Aufman Associates reports $971.5M across 249 accounts in assets under management.
How do I contact William Gaffey?
Through William's website, www.aufmanassociates.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sewickley
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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