William Losey
Bill Losey Retirement Solutions · The Villages, Florida
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.
Request an introduction to William →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $39.6M across 102 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 2290403 |
| Exams passed | Series 63 (1992) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.billlosey.com |
How William's firm compares
- Bill Losey Retirement Solutions's average account is about $389,000, from its Form ADV (assets managed divided by 102 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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
- Bill Losey Retirement Solutions 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.
See something wrong? Request a correction. Read our methodology.