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Advisor

William Kreicker

Chadds Ford Wealth Partners · Chadds Ford, Pennsylvania

William Kreicker is a fee-only financial advisor at Chadds Ford Wealth Partners in Chadds Ford, Pennsylvania, who holds the CFA credential. William charges a flat fee or retainer, hourly fees and a one-time planning fee.

Flat fee or retainerHourlyOne-time planning fee Fee-only CFA

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Facts

FirmChadds Ford Wealth Partners
Based in Chadds Ford, Pennsylvania
Fee modelFlat fee or retainer · Hourly · One-time planning fee
Assets under management$1.33B across 176 accounts
CredentialsCFA
SEC registration Investment adviser representative in PA · CRD 2554088
Exams passedSeries 63 (1994)
Firm size3 employees
Disclosures None reported
Websitewww.chaddsfordwealth.com

How William's firm compares

  • Chadds Ford Wealth Partners's average account is about $7.5 million, from its Form ADV (assets managed divided by 176 accounts).

What fee-only advisors charge in Pennsylvania

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Questions about William

Is William Kreicker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Chadds Ford Wealth Partners 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 flat fee or retainer, hourly fees and a one-time planning fee.

Where is William Kreicker based?

William Kreicker is based in Chadds Ford, Pennsylvania.

What credentials does William Kreicker hold?

William Kreicker holds the CFA credential.

Is William Kreicker registered with the SEC?

Yes. William Kreicker is registered as an investment adviser representative in PA (CRD 2554088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Chadds Ford Wealth Partners manage?

Chadds Ford Wealth Partners reports $1.33B across 176 accounts in assets under management.

How do I contact William Kreicker?

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

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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