William Lefavor
Stage Harbor Financial · Westwood, Massachusetts
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.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Founders
- Divorced individuals
- Multi-generational families
Facts
| Firm | Stage Harbor Financial |
|---|---|
| Based in | Westwood, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.10B across 1,435 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5042095 |
| Exams passed | Series 66 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.stageharborfinancial.com |
| Profile |
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Questions about William
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.
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
- Stage Harbor Financial 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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