# William Lefavor

> William Lefavor is a fee-only financial advisor at Stage Harbor Financial in Westwood, Massachusetts, who holds the CFP credential. William focuses on tax planning, estate & legacy planning and family wealth transfer. Stage Harbor Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-lefavor/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stage Harbor Financial
- **Based in:** Westwood, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.10B across 1,435 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer, Small business owners
- **Works with:** Executives, Retirees, Pre-retirees, Founders, Divorced individuals, Multi-generational families
- **CRD:** 5042095 (https://adviserinfo.sec.gov/individual/summary/5042095)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2006)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.stageharborfinancial.com

## Frequently asked questions

### Is William Lefavor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Stage Harbor Financial 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, Stage Harbor Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is William Lefavor based?

William Lefavor is based in Westwood, Massachusetts.

### What does William specialize in?

William's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. William works with executives, retirees, pre-retirees, founders and divorced individuals.

### What credentials does William Lefavor hold?

William Lefavor holds the CFP credential.

### Is William Lefavor registered with the SEC?

Yes. William Lefavor is registered as an investment adviser representative in MA (CRD 5042095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stage Harbor Financial manage?

Stage Harbor Financial reports $1.10B across 1,435 accounts in assets under management.

### How do I contact William Lefavor?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5042095): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stageharborfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.