# William Kauffman

> William Kauffman is a fee-only financial advisor at Paramount Investments in Lutherville, Maryland, who holds the CFA credential. William charges a percentage of assets and focuses on retirement planning.

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

## Facts

- **Firm:** Paramount Investments
- **Based in:** Lutherville, Maryland
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $22.1M across 53 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 4841241 (https://adviserinfo.sec.gov/individual/summary/4841241)
- **SEC registration:** Investment adviser representative in MD
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://paramountinvestllc.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Paramount Investments 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 percentage of assets.

### Where is William Kauffman based?

William Kauffman is based in Lutherville, Maryland.

### What does William specialize in?

William's specialties include retirement planning.

### What credentials does William Kauffman hold?

William Kauffman holds the CFA credential.

### Is William Kauffman registered with the SEC?

Yes. William Kauffman is registered as an investment adviser representative in MD (CRD 4841241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paramount Investments manage?

Paramount Investments reports $22.1M across 53 accounts in assets under management.

### How do I contact William Kauffman?

Through William's website, paramountinvestllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4841241): 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://paramountinvestllc.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.