William Herbert
Balanced Wealth Management · Needham, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Balanced Wealth Management |
|---|---|
| Based in | Needham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $102.0M across 503 accounts |
| SEC registration | Investment adviser representative in MA, RI · CRD 7628823 |
| Exams passed | Series 66 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.balancedwealth.com |
| Profile |
How William's firm compares
- Balanced Wealth Management's average account is about $203,000, from its Form ADV (assets managed divided by 503 accounts).
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Questions about William
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.
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
- Balanced Wealth Management 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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