William Hammond
TechView Wealth Advisors · St. Petersburg, Florida
William Hammond is a fee-only financial advisor at TechView Wealth Advisors in St. Petersburg, Florida. William charges a percentage of assets (a $500,000 asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Tech employees
- Cross-border families
Facts
| Firm | TechView Wealth Advisors |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $5.7M across 45 accounts |
| SEC registration | Investment adviser representative in CA, FL · CRD 4321699 |
| Exams passed | Series 63 (2002) · Series 65 (2025) · Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.techviewwealth.com |
| Profile |
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Questions about William
Is William Hammond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and TechView Wealth 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 charges a percentage of assets.
How much does William charge?
According to TechView Wealth Advisors's website, checked October 30, 2026: a $500,000 asset minimum.
Where is William Hammond based?
William Hammond is based in St. Petersburg, Florida.
What does William specialize in?
William's specialties include equity compensation, tax planning, estate & legacy planning and retirement with concentrated positions. William works with tech employees and cross-border families.
Is William Hammond registered with the SEC?
Yes. William Hammond is registered as an investment adviser representative in CA and FL (CRD 4321699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TechView Wealth Advisors manage?
TechView Wealth Advisors reports $5.7M across 45 accounts in assets under management.
How do I contact William Hammond?
Through William's website, www.techviewwealth.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
- TechView Wealth 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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