William Harris
WH Cornerstone · Duxbury, Massachusetts
William Harris is a fee-only financial advisor at WH Cornerstone in Duxbury, Massachusetts, who holds the CFP credential. WH Cornerstone reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | WH Cornerstone |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $200.0M across 393 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA · CRD 2737148 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.whcornerstone.com |
How William's firm compares
- WH Cornerstone's average account is about $509,000, from its Form ADV (assets managed divided by 393 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and WH Cornerstone 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, WH Cornerstone, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Harris based?
William Harris is based in Duxbury, Massachusetts.
What credentials does William Harris hold?
William Harris holds the CFP credential.
Is William Harris registered with the SEC?
Yes. William Harris is registered as an investment adviser representative in FL and MA (CRD 2737148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WH Cornerstone manage?
WH Cornerstone reports $200.0M across 393 accounts in assets under management.
How do I contact William Harris?
Through William's website, www.whcornerstone.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
- WH Cornerstone 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.
See something wrong? Request a correction. Read our methodology.