William Gardner
Arkos · Milton, Georgia
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.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Arkos |
|---|---|
| Based in | Milton, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.15B across 444 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 7163062 |
| Exams passed | Series 66 (2019) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.arkosglobal.com |
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Questions about William
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.
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
- Arkos website : specialties, clients served, and fees, checked October 30, 2026
- 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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