# William March

> William March is a fee-only financial advisor at Spring City Partners in Philadelphia, Pennsylvania. William focuses on equity compensation, retirement planning and tax planning. Spring City Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Spring City Partners
- **Based in:** Philadelphia, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $16.0M across 126 accounts
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6470234 (https://adviserinfo.sec.gov/individual/summary/6470234)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2016), Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://springcitypartners.com

## Frequently asked questions

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

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

### Where is William March based?

William March is based in Philadelphia, Pennsylvania.

### What does William specialize in?

William's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning.

### Is William March registered with the SEC?

Yes. William March is registered as an investment adviser representative in PA (CRD 6470234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Spring City Partners manage?

Spring City Partners reports $16.0M across 126 accounts in assets under management.

### How do I contact William March?

Through William's website, springcitypartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6470234): 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.springcitypartners.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.