# William Hamilton

> William Hamilton is a fee-only financial advisor at WBH Financial Services in Lake Oswego, Oregon, who holds the CFP credential. WBH Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-hamilton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** WBH Financial Services
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $31.7M across 46 accounts
- **Credentials:** CFP
- **CRD:** 1582290 (https://adviserinfo.sec.gov/individual/summary/1582290)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (1986)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://wbhfinancialservices.com

## Frequently asked questions

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

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

### Where is William Hamilton based?

William Hamilton is based in Lake Oswego, Oregon.

### What credentials does William Hamilton hold?

William Hamilton holds the CFP credential.

### Is William Hamilton registered with the SEC?

Yes. William Hamilton is registered as an investment adviser representative in OR (CRD 1582290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WBH Financial Services manage?

WBH Financial Services reports $31.7M across 46 accounts in assets under management.

### How do I contact William Hamilton?

Through William's website, wbhfinancialservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1582290): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.