William Marker
Borland Marker · Dayton, Ohio
William Marker is a fee-only financial advisor at Borland Marker in Dayton, Ohio, who holds the CFP and ChFC credentials. Borland Marker reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Borland Marker |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $98.0M across 202 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OH, TX · CRD 5500252 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
How William's firm compares
- Borland Marker's average account is about $485,000, from its Form ADV (assets managed divided by 202 accounts).
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Questions about William
Is William Marker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Borland Marker 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, Borland Marker, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Marker based?
William Marker is based in Dayton, Ohio.
What credentials does William Marker hold?
William Marker holds the CFP and ChFC credentials.
Is William Marker registered with the SEC?
Yes. William Marker is registered as an investment adviser representative in OH and TX (CRD 5500252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Borland Marker manage?
Borland Marker reports $98.0M across 202 accounts in assets under management.
How do I contact William Marker?
Contact details aren't on file yet. Search for Borland Marker.
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
- 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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