# William Herr

> William Herr is a fee-only financial advisor at Trader Wealth Management in Barrington, Illinois, who holds the CFP credential. William focuses on tax planning. Trader Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Trader Wealth Management
- **Based in:** Barrington, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $93.5M across 325 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **Works with:** High earners
- **CRD:** 2447542 (https://adviserinfo.sec.gov/individual/summary/2447542)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (1994), Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.traderwm.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Trader 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, Trader Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is William Herr based?

William Herr is based in Barrington, Illinois.

### What does William specialize in?

William's specialties include tax planning. William works with high earners.

### What credentials does William Herr hold?

William Herr holds the CFP credential.

### Is William Herr registered with the SEC?

Yes. William Herr is registered as an investment adviser representative in IL and TX (CRD 2447542), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trader Wealth Management manage?

Trader Wealth Management reports $93.5M across 325 accounts in assets under management.

### How do I contact William Herr?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2447542): 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://www.traderwm.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.