William Hamilton
WBH Financial Services · Lake Oswego, Oregon
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.
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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 | $31.7M across 46 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 1582290 |
| Exams passed | Series 63 (1986) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wbhfinancialservices.com |
How William's firm compares
- WBH Financial Services's average account is about $688,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about William
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.
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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