William Griffin
W.A. Griffin Financial Services · Gainesville, Georgia
William Griffin is a fee-only financial advisor at W.A. Griffin Financial Services in Gainesville, Georgia. W.A. Griffin Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | W.A. Griffin Financial Services |
|---|---|
| Based in | Gainesville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.6M across 67 accounts |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 2813349 |
| Exams passed | Series 63 (1999) · Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.wagriffinfinancialservices.com |
How William's firm compares
- W.A. Griffin Financial Services's average account is about $218,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about William
Is William Griffin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and W.A. Griffin Financial Services 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, W.A. Griffin Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Griffin based?
William Griffin is based in Gainesville, Georgia.
Is William Griffin registered with the SEC?
Yes. William Griffin is registered as an investment adviser representative in FL, GA and TX (CRD 2813349), 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 W.A. Griffin Financial Services manage?
W.A. Griffin Financial Services reports $14.6M across 67 accounts in assets under management.
How do I contact William Griffin?
Through William's website, www.wagriffinfinancialservices.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
- 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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