# William McDonald

> William McDonald is a fee-only financial advisor at Retirement Planning Solutions in Nolensville, Tennessee, who holds the BS and CPA/PFS credentials. William focuses on retirement planning. Retirement Planning Solutions reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-mcdonald/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Retirement Planning Solutions
- **Based in:** Nolensville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $51.5M across 65 accounts
- **Credentials:** BS, CPA/PFS
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4404937 (https://adviserinfo.sec.gov/individual/summary/4404937)
- **SEC registration:** Investment adviser representative in TN, WI
- **Exams passed:** Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://retirementplanningsolutions.us

## Frequently asked questions

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

Yes. William McDonald is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.

### How does William charge for financial advice?

William's firm, Retirement Planning Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is William McDonald based?

William McDonald is based in Nolensville, Tennessee.

### What does William specialize in?

William's specialties include retirement planning. William works with retirees and pre-retirees.

### What credentials does William McDonald hold?

William McDonald holds the BS and CPA/PFS credentials.

### Is William McDonald registered with the SEC?

Yes. William McDonald is registered as an investment adviser representative in TN and WI (CRD 4404937), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Retirement Planning Solutions manage?

Retirement Planning Solutions reports $51.5M across 65 accounts in assets under management.

### How do I contact William McDonald?

Through William's website, retirementplanningsolutions.us.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3328): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.retirementplanningsolutions.us/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.