William Greene
Cairn Financial Group · Nashville, Tennessee
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.
Request an introduction to William →
Specialties
Who they serve
- Physicians
- Executives
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 | $77.4M across 671 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, CO, LA, MS, NC, TN, TX · CRD 5845048 |
| Exams passed | Series 66 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | cairnfg.com |
| Profile |
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 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.
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
- Cairn Financial Group 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.