William Gaines
Widmann Financial Services · Bowie, Maryland
William Gaines is a fee-only financial advisor at Widmann Financial Services in Bowie, Maryland, who holds the CFP credential. Widmann Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Widmann Financial Services |
|---|---|
| Based in | Bowie, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $466.8M across 1,128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 6883077 |
| Exams passed | Series 63 (2018) · Series 66 (2020) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.widmannfinancial.com |
How William's firm compares
- Widmann Financial Services's average account is about $414,000, from its Form ADV (assets managed divided by 1,128 accounts).
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Questions about William
Is William Gaines a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Widmann Financial Services 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, Widmann Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Gaines based?
William Gaines is based in Bowie, Maryland.
What credentials does William Gaines hold?
William Gaines holds the CFP credential.
Is William Gaines registered with the SEC?
Yes. William Gaines is registered as an investment adviser representative in MD (CRD 6883077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Widmann Financial Services manage?
Widmann Financial Services reports $466.8M across 1,128 accounts in assets under management.
How do I contact William Gaines?
Through William's website, www.widmannfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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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