William Mc Crea
Four Rivers Financial · Overland Park, Kansas
William Mc Crea is a fee-only financial advisor at Four Rivers Financial in Overland Park, Kansas. William focuses on retirement planning. Four Rivers Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Four Rivers Financial |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $904.0M across 4,725 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 4397473 |
| Exams passed | Series 66 (2001) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.four-riversfinancial.com |
How William's firm compares
- Four Rivers Financial's average account is about $191,000, from its Form ADV (assets managed divided by 4,725 accounts).
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Questions about William
Is William Mc Crea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Four Rivers Financial 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, Four Rivers Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Mc Crea based?
William Mc Crea is based in Overland Park, Kansas.
What does William specialize in?
William's specialties include retirement planning.
Is William Mc Crea registered with the SEC?
Yes. William Mc Crea is registered as an investment adviser representative in KS, MO and TX (CRD 4397473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Four Rivers Financial manage?
Four Rivers Financial reports $904.0M across 4,725 accounts in assets under management.
How do I contact William Mc Crea?
Through William's website, www.four-riversfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on retirement planning
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
- Four Rivers Financial 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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