William Howard
Durant Wealth Mgmt Advisory Services · Mooresville, North Carolina
William Howard is a fee-only financial advisor at Durant Wealth Mgmt Advisory Services in Mooresville, North Carolina, who holds the CFP and ChFC credentials. Durant Wealth Mgmt Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Durant Wealth Mgmt Advisory Services |
|---|---|
| Based in | Mooresville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $3.0M across 25 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NC · CRD 728956 |
| Exams passed | Series 63 (1981) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.durantwealthmanagement.com |
How William's firm compares
- Durant Wealth Mgmt Advisory Services's average account is about $120,000, from its Form ADV (assets managed divided by 25 accounts).
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Questions about William
Is William Howard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Durant Wealth Mgmt Advisory Services 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, Durant Wealth Mgmt Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Howard based?
William Howard is based in Mooresville, North Carolina.
What credentials does William Howard hold?
William Howard holds the CFP and ChFC credentials.
Is William Howard registered with the SEC?
Yes. William Howard is registered as an investment adviser representative in NC (CRD 728956), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Durant Wealth Mgmt Advisory Services manage?
Durant Wealth Mgmt Advisory Services reports $3.0M across 25 accounts in assets under management.
How do I contact William Howard?
Through William's website, www.durantwealthmanagement.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
- 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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