# William Losey

> William Losey is a fee-only financial advisor at Bill Losey Retirement Solutions in The Villages, Florida, who holds the CFP credential. William charges a percentage of assets (0.5%–1% a year of assets managed) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Bill Losey Retirement Solutions
- **Based in:** The Villages, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $39.6M across 102 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2290403 (https://adviserinfo.sec.gov/individual/summary/2290403)
- **SEC registration:** Investment adviser representative in FL, NY
- **Exams passed:** Series 63 (1992), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.billlosey.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Bill Losey Retirement Solutions 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 percentage of assets.

### How much does William charge?

According to Bill Losey Retirement Solutions's website, checked October 30, 2026: 0.5%–1% a year of assets managed.

### Where is William Losey based?

William Losey is based in The Villages, Florida.

### What does William specialize in?

William's specialties include retirement planning and tax planning. William works with retirees and pre-retirees.

### What credentials does William Losey hold?

William Losey holds the CFP credential.

### Is William Losey registered with the SEC?

Yes. William Losey is registered as an investment adviser representative in FL and NY (CRD 2290403), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bill Losey Retirement Solutions manage?

Bill Losey Retirement Solutions reports $39.6M across 102 accounts in assets under management.

### How do I contact William Losey?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2290403): 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://www.billlosey.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.