# William Herbert

> William Herbert is a fee-only financial advisor at Balanced Wealth Management in Needham, Massachusetts. William focuses on retirement planning. Balanced Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/william-herbert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Balanced Wealth Management
- **Based in:** Needham, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $102.0M across 503 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7628823 (https://adviserinfo.sec.gov/individual/summary/7628823)
- **SEC registration:** Investment adviser representative in MA, RI
- **Exams passed:** Series 66 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.balancedwealth.com

## Frequently asked questions

### Is William Herbert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Balanced Wealth Management 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, Balanced Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Herbert based?

William Herbert is based in Needham, Massachusetts.

### What does William specialize in?

William's specialties include retirement planning. William works with retirees and pre-retirees.

### Is William Herbert registered with the SEC?

Yes. William Herbert is registered as an investment adviser representative in MA and RI (CRD 7628823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Balanced Wealth Management manage?

Balanced Wealth Management reports $102.0M across 503 accounts in assets under management.

### How do I contact William Herbert?

Through William's website, www.balancedwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7628823): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://balancedwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.