William Hazlett
WH Financial · Stuart, Florida
William Hazlett is a fee-only financial advisor at WH Financial in Stuart, Florida, who holds the ChFC credential. William focuses on retirement planning. WH Financial reports charging fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | WH Financial |
|---|---|
| Based in | Stuart, Florida |
| Fee model (firm's Form ADV) | Fixed fees |
| Accepting new clients | Yes |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL · CRD 5852430 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.whfinancial.net |
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Questions about William
Is William Hazlett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and WH Financial 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 Financial, reports charging fixed fees on its SEC Form ADV.
Where is William Hazlett based?
William Hazlett is based in Stuart, Florida.
What does William specialize in?
William's specialties include retirement planning. William works with retirees and pre-retirees.
What credentials does William Hazlett hold?
William Hazlett holds the ChFC credential.
Is William Hazlett registered with the SEC?
Yes. William Hazlett is registered as an investment adviser representative in FL (CRD 5852430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How do I contact William Hazlett?
Through William's website, www.whfinancial.net.
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 Financial 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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