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Advisor

William King

Wood Creek Capital Advisors · Lynchburg, Virginia

William King is a fee-only financial advisor at Wood Creek Capital Advisors in Lynchburg, Virginia, who holds the ChFC credential. Wood Creek Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only ChFC

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Facts

FirmWood Creek Capital Advisors
Based in Lynchburg, Virginia
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$55.1M across 400 accounts
CredentialsChFC
SEC registration Investment adviser representative in VA · CRD 1785411
Exams passedSeries 63 (1988) · Series 65 (1997)
Firm size2 employees
Disclosures None reported
Websitewww.woodcreekca.com

How William's firm compares

  • Wood Creek Capital Advisors's average account is about $138,000, from its Form ADV (assets managed divided by 400 accounts).

What fee-only advisors charge in Virginia

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Questions about William

Is William King a fee-only financial advisor?

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

Where is William King based?

William King is based in Lynchburg, Virginia.

What credentials does William King hold?

William King holds the ChFC credential.

Is William King registered with the SEC?

Yes. William King is registered as an investment adviser representative in VA (CRD 1785411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Wood Creek Capital Advisors manage?

Wood Creek Capital Advisors reports $55.1M across 400 accounts in assets under management.

How do I contact William King?

Through William's website, www.woodcreekca.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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