William Kopek
White Sand Wealth Management · Liberty, Missouri
William Kopek is a fee-only financial advisor at White Sand Wealth Management in Liberty, Missouri. White Sand Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | White Sand Wealth Management |
|---|---|
| Based in | Liberty, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $172.4M across 197 accounts |
| SEC registration | Investment adviser representative in KS, MO · CRD 8169899 |
| Exams passed | Series 66 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wswm.net |
How William's firm compares
- White Sand Wealth Management's average account is about $875,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about William
Is William Kopek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and White Sand Wealth Management 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, White Sand Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Kopek based?
William Kopek is based in Liberty, Missouri.
Is William Kopek registered with the SEC?
Yes. William Kopek is registered as an investment adviser representative in KS and MO (CRD 8169899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does White Sand Wealth Management manage?
White Sand Wealth Management reports $172.4M across 197 accounts in assets under management.
How do I contact William Kopek?
Through William's website, wswm.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Liberty
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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