# William McCaffrey

> William McCaffrey is a fee-only financial advisor at Glassy Mountain Advisors in Arlington, Virginia, who holds the CFP credential. William focuses on retirement planning. Glassy Mountain Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Glassy Mountain Advisors
- **Based in:** Arlington, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $369.8M across 329 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Executives, Retirees, Pre-retirees, Multi-generational families
- **CRD:** 7437599 (https://adviserinfo.sec.gov/individual/summary/7437599)
- **SEC registration:** Investment adviser representative in MD, VA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.glassymountainadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Glassy Mountain 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, Glassy Mountain Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is William McCaffrey based?

William McCaffrey is based in Arlington, Virginia.

### What does William specialize in?

William's specialties include retirement planning. William works with executives, retirees, pre-retirees and multi-generational families.

### What credentials does William McCaffrey hold?

William McCaffrey holds the CFP credential.

### Is William McCaffrey registered with the SEC?

Yes. William McCaffrey is registered as an investment adviser representative in MD and VA (CRD 7437599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Glassy Mountain Advisors manage?

Glassy Mountain Advisors reports $369.8M across 329 accounts in assets under management.

### How do I contact William McCaffrey?

Through William's website, www.glassymountainadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7437599): 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://glassymountainadvisors.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.