William McColl
Silvia McColl Wealth Management · San Diego, California
William McColl is a fee-only financial advisor at Silvia McColl Wealth Management in San Diego, California, who holds the CFP credential. Silvia McColl Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Silvia McColl Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $283.4M across 357 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1930495 |
| Exams passed | Series 63 (1989) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.silviamccoll.com |
How William's firm compares
- Silvia McColl Wealth Management's average account is about $794,000, from its Form ADV (assets managed divided by 357 accounts).
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Questions about William
Is William McColl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Silvia McColl Wealth Management 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, Silvia McColl Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William McColl based?
William McColl is based in San Diego, California.
What credentials does William McColl hold?
William McColl holds the CFP credential.
Is William McColl registered with the SEC?
Yes. William McColl is registered as an investment adviser representative in CA and TX (CRD 1930495), 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 Silvia McColl Wealth Management manage?
Silvia McColl Wealth Management reports $283.4M across 357 accounts in assets under management.
How do I contact William McColl?
Through William's website, www.silviamccoll.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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
- Silvia McColl Wealth Management 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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