William Love
RTD Financial Advisors · Philadelphia, Pennsylvania
William Love is a fee-only financial advisor at RTD Financial Advisors in Philadelphia, Pennsylvania, who holds the CFP credential. RTD Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | RTD Financial Advisors |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.72B across 3,093 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2785894 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.rtdfinancial.com |
How William's firm compares
- RTD Financial Advisors's average account is about $881,000, from its Form ADV (assets managed divided by 3,093 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 Love a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and RTD Financial 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, RTD Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Love based?
William Love is based in Philadelphia, Pennsylvania.
What credentials does William Love hold?
William Love holds the CFP credential.
Is William Love registered with the SEC?
Yes. William Love is registered as an investment adviser representative in PA (CRD 2785894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RTD Financial Advisors manage?
RTD Financial Advisors reports $2.72B across 3,093 accounts in assets under management.
How do I contact William Love?
Through William's website, www.rtdfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Philadelphia
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
- 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.