William Gorgol
Brightstone Advisors · Fishers, Indiana
William Gorgol is a fee-only financial advisor at Brightstone Advisors in Fishers, Indiana. William focuses on retirement planning, estate & legacy planning and small business owners. Brightstone Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Specialties
Facts
| Firm | Brightstone Advisors |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.7M across 80 accounts |
| SEC registration | Investment adviser representative in IN · CRD 8217456 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.brightstoneadvisors.com |
How William's firm compares
- Brightstone Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 80 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Gorgol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Brightstone Advisors 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, Brightstone Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Gorgol based?
William Gorgol is based in Fishers, Indiana.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning and small business owners.
Is William Gorgol registered with the SEC?
Yes. William Gorgol is registered as an investment adviser representative in IN (CRD 8217456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brightstone Advisors manage?
Brightstone Advisors reports $54.7M across 80 accounts in assets under management.
How do I contact William Gorgol?
Through William's website, www.brightstoneadvisors.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
- Brightstone Advisors 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.
See something wrong? Request a correction. Read our methodology.