William Kauffman
Paramount Investments · Lutherville, Maryland
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.
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Specialties
Facts
| Firm | Paramount Investments |
|---|---|
| Based in | Lutherville, Maryland |
| Fee model | Percentage of assets |
| Assets under management | $22.1M across 53 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 4841241 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | paramountinvestllc.com |
| Profile |
How William's firm compares
- Paramount Investments's average account is about $417,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lutherville
Other advisors in Maryland who focus on retirement planning
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
- Paramount Investments 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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