# William Greene

> William Greene is a fee-only financial advisor at Cairn Financial Group in Nashville, Tennessee, who holds the CFP credential. William focuses on student loans. Cairn Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Cairn Financial Group
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $77.4M across 671 accounts
- **Credentials:** CFP
- **Specialties:** Student loans
- **Works with:** Physicians, Executives
- **CRD:** 5845048 (https://adviserinfo.sec.gov/individual/summary/5845048)
- **SEC registration:** Investment adviser representative in AL, CO, LA, MS, NC, TN, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://cairnfg.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Cairn Financial Group 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, Cairn Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is William Greene based?

William Greene is based in Nashville, Tennessee.

### What does William specialize in?

William's specialties include student loans. William works with physicians and executives.

### What credentials does William Greene hold?

William Greene holds the CFP credential.

### Is William Greene registered with the SEC?

Yes. William Greene is registered as an investment adviser representative in AL, CO, LA, MS, NC, TN and TX (CRD 5845048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cairn Financial Group manage?

Cairn Financial Group reports $77.4M across 671 accounts in assets under management.

### How do I contact William Greene?

Through William's website, cairnfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5845048): 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.cairnfg.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.