William Hollan
Arbor Investment Advisors · Winston Salem, North Carolina
William Hollan is a fee-only financial advisor at Arbor Investment Advisors in Winston Salem, North Carolina, who holds the CFP credential. William focuses on divorce financial planning, estate & legacy planning and tax planning. Arbor Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Divorced individuals
Facts
| Firm | Arbor Investment Advisors |
|---|---|
| Based in | Winston Salem, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.29B across 1,457 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 5905389 |
| Exams passed | Series 65 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | arborinvest.com |
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Questions about William
Is William Hollan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Arbor Investment Advisors 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, Arbor Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Hollan based?
William Hollan is based in Winston Salem, North Carolina.
What does William specialize in?
William's specialties include divorce financial planning, estate & legacy planning, tax planning and family wealth transfer. William works with founders, executives, multi-generational families and divorced individuals.
What credentials does William Hollan hold?
William Hollan holds the CFP credential.
Is William Hollan registered with the SEC?
Yes. William Hollan is registered as an investment adviser representative in NC and TX (CRD 5905389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arbor Investment Advisors manage?
Arbor Investment Advisors reports $1.29B across 1,457 accounts in assets under management.
How do I contact William Hollan?
Through William's website, arborinvest.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
- Arbor Investment Advisors 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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