# William Gardner

> William Gardner is a fee-only financial advisor at Arkos in Milton, Georgia. William focuses on family wealth transfer, estate & legacy planning and small business owners. Arkos reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-gardner-7163062/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Arkos
- **Based in:** Milton, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.15B across 444 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning, Small business owners
- **Works with:** Founders, Executives, Ultra high net worth, Multi-generational families
- **CRD:** 7163062 (https://adviserinfo.sec.gov/individual/summary/7163062)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 66 (2019)
- **Firm size:** 17 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.arkosglobal.com/

## Frequently asked questions

### Is William Gardner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Arkos 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, Arkos, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is William Gardner based?

William Gardner is based in Milton, Georgia.

### What does William specialize in?

William's specialties include family wealth transfer, estate & legacy planning and small business owners. William works with founders, executives, ultra high net worth and multi-generational families.

### Is William Gardner registered with the SEC?

Yes. William Gardner is registered as an investment adviser representative in GA and TX (CRD 7163062), 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 Arkos manage?

Arkos reports $1.15B across 444 accounts in assets under management.

### How do I contact William Gardner?

Through William's website, www.arkosglobal.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7163062): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.arkosglobal.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.