William Gunderson
Gunderson Capital Management · Mount Pleasant, South Carolina
William Gunderson is a fee-only financial advisor at Gunderson Capital Management in Mount Pleasant, South Carolina. Gunderson Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Gunderson Capital Management |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $395.8M across 1,441 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 2451600 |
| Exams passed | Series 63 (1994) · Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | pwstreet.podbean.com |
How William's firm compares
- Gunderson Capital Management's average account is about $275,000, from its Form ADV (assets managed divided by 1,441 accounts).
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Questions about William
Is William Gunderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Gunderson Capital Management 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, Gunderson Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is William Gunderson based?
William Gunderson is based in Mount Pleasant, South Carolina.
Is William Gunderson registered with the SEC?
Yes. William Gunderson is registered as an investment adviser representative in SC and TX (CRD 2451600), 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 Gunderson Capital Management manage?
Gunderson Capital Management reports $395.8M across 1,441 accounts in assets under management.
How do I contact William Gunderson?
Through William's website, pwstreet.podbean.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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