William Lascelle
Millennium Financial Services · Rockville, Maryland
William Lascelle is a fee-only financial advisor at Millennium Financial Services in Rockville, Maryland, who holds the CFP credential. Millennium Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Millennium Financial Services |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $22.4M across 85 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 4535428 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How William's firm compares
- Millennium Financial Services's average account is about $264,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about William
Is William Lascelle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Millennium Financial Services 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, Millennium Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Lascelle based?
William Lascelle is based in Rockville, Maryland.
What credentials does William Lascelle hold?
William Lascelle holds the CFP credential.
Is William Lascelle registered with the SEC?
Yes. William Lascelle is registered as an investment adviser representative in MD (CRD 4535428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennium Financial Services manage?
Millennium Financial Services reports $22.4M across 85 accounts in assets under management.
How do I contact William Lascelle?
Contact details aren't on file yet. Search for Millennium Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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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