William Henry
First Fiduciary Investment Counsel · Cleveland, Ohio
William Henry is a fee-only financial advisor at First Fiduciary Investment Counsel in Cleveland, Ohio. First Fiduciary Investment Counsel reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | First Fiduciary Investment Counsel |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $565.5M across 460 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5630947 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.firstfiduciary.com |
How William's firm compares
- First Fiduciary Investment Counsel's average account is about $1.2 million, from its Form ADV (assets managed divided by 460 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 Henry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and First Fiduciary Investment Counsel 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, First Fiduciary Investment Counsel, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Henry based?
William Henry is based in Cleveland, Ohio.
Is William Henry registered with the SEC?
Yes. William Henry is registered as an investment adviser representative in OH (CRD 5630947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First Fiduciary Investment Counsel manage?
First Fiduciary Investment Counsel reports $565.5M across 460 accounts in assets under management.
How do I contact William Henry?
Through William's website, www.firstfiduciary.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.
See something wrong? Request a correction. Read our methodology.