William March
Spring City Partners · Philadelphia, Pennsylvania
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.
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Specialties
Facts
| Firm | Spring City Partners |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $16.0M across 126 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6470234 |
| Exams passed | Series 63 (2016) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | springcitypartners.com |
| Profile |
How William's firm compares
- Spring City Partners's average account is about $127,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about William
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.
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
- Spring City Partners 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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