William Hall
Conservest Capital Advisors · Wynnewood, Pennsylvania
William Hall is a fee-only financial advisor at Conservest Capital Advisors in Wynnewood, Pennsylvania. Conservest Capital Advisors reports charging a percentage of assets on its Form ADV.
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Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Conservest Capital Advisors |
|---|---|
| Based in | Wynnewood, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.92B across 303 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6081057 |
| Exams passed | Series 66 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | conservest.com |
How William's firm compares
- Conservest Capital Advisors's average account is about $6.4 million, from its Form ADV (assets managed divided by 303 accounts).
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Questions about William
Is William Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Conservest Capital 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, Conservest Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is William Hall based?
William Hall is based in Wynnewood, Pennsylvania.
Is William Hall registered with the SEC?
Yes. William Hall is registered as an investment adviser representative in PA (CRD 6081057), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conservest Capital Advisors manage?
Conservest Capital Advisors reports $1.92B across 303 accounts in assets under management.
How do I contact William Hall?
Through William's website, conservest.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
- Conservest Capital 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.
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