# William Jameson

> William Jameson is a fee-only financial advisor at WJ Interests in Sugar Land, Texas, who holds the CFP credential. WJ Interests reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-jameson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** WJ Interests
- **Based in:** Sugar Land, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $633.5M across 828 accounts
- **Credentials:** CFP
- **CRD:** 1483978 (https://adviserinfo.sec.gov/individual/summary/1483978)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.wjwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and WJ Interests 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, WJ Interests, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Jameson based?

William Jameson is based in Sugar Land, Texas.

### What credentials does William Jameson hold?

William Jameson holds the CFP credential.

### Is William Jameson registered with the SEC?

Yes. William Jameson is registered as an investment adviser representative in TX (CRD 1483978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WJ Interests manage?

WJ Interests reports $633.5M across 828 accounts in assets under management.

### How do I contact William Jameson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1483978): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.