# William Hicks

> William Hicks is a fee-only financial advisor at Sapling Wealth Management in Seattle, Washington. William charges a one-time planning fee (no asset minimum) and focuses on small business owners.

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

## Facts

- **Firm:** Sapling Wealth Management
- **Based in:** Seattle, Washington
- **Fee model:** One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Assets under management (firm):** $93.0M across 52 accounts
- **Specialties:** Small business owners
- **CRD:** 1546599 (https://adviserinfo.sec.gov/individual/summary/1546599)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2010)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.saplingwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Sapling 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 charges a one-time planning fee.

### How much does William charge?

According to Sapling Wealth Management's website, checked October 30, 2026: no asset minimum.

### Where is William Hicks based?

William Hicks is based in Seattle, Washington.

### What does William specialize in?

William's specialties include small business owners.

### Is William Hicks registered with the SEC?

Yes. William Hicks is registered as an investment adviser representative in TX and WA (CRD 1546599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sapling Wealth Management manage?

Sapling Wealth Management reports $93.0M across 52 accounts in assets under management.

### How do I contact William Hicks?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1546599): 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.saplingwealth.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.