William Hicks
Sapling Wealth Management · Seattle, Washington
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.
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Specialties
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 | $93.0M across 52 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 1546599 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.saplingwealth.com |
| Profile |
How William's firm compares
- Sapling Wealth Management's average account is about $1.8 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about William
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.
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
- Sapling 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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