William Herr
Trader Wealth Management · Barrington, Illinois
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.
Request an introduction to William →
Specialties
Who they serve
- High earners
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 | $93.5M across 325 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 2447542 |
| Exams passed | Series 63 (1994) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.traderwm.com |
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 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.
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
- Trader 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.
See something wrong? Request a correction. Read our methodology.