William McDonald
Retirement Planning Solutions · Nolensville, Tennessee
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Retirement Planning Solutions |
|---|---|
| Based in | Nolensville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $51.5M across 65 accounts |
| Credentials | BS · CPA/PFS |
| SEC registration | Investment adviser representative in TN, WI · CRD 4404937 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | retirementplanningsolutions.us |
How William's firm compares
- Retirement Planning Solutions's average account is about $792,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Retirement Planning Solutions website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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