William Lee
ARQ Wealth Advisors · Scottsdale, Arizona
William Lee is a fee-only financial advisor at ARQ Wealth Advisors in Scottsdale, Arizona, who holds the CFP and CFA credentials. William focuses on retirement planning, tax planning and divorce financial planning. ARQ Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
- High earners
- Mid-life transitions
- HENRY (High Earners, Not Rich Yet)
- Multi-generational families
- Divorced individuals
- Tech employees
Facts
| Firm | ARQ Wealth Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.21B across 2,131 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ · CRD 4748764 |
| Exams passed | Series 63 (2004) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.arqwealth.com |
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Questions about William
Is William Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and ARQ Wealth 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, ARQ Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Lee based?
William Lee is based in Scottsdale, Arizona.
What does William specialize in?
William's specialties include retirement planning, tax planning and divorce financial planning. William works with founders, executives, physicians, retirees and pre-retirees.
What credentials does William Lee hold?
William Lee holds the CFP and CFA credentials.
Is William Lee registered with the SEC?
Yes. William Lee is registered as an investment adviser representative in AZ (CRD 4748764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ARQ Wealth Advisors manage?
ARQ Wealth Advisors reports $1.21B across 2,131 accounts in assets under management.
How do I contact William Lee?
Through William's website, www.arqwealth.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
- ARQ Wealth Advisors 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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