William McKenna
Mckenna & Sullivan · Southampton, Pennsylvania
William McKenna is a fee-only financial advisor at Mckenna & Sullivan in Southampton, Pennsylvania, who holds the ChFC credential. Mckenna & Sullivan reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Mckenna & Sullivan |
|---|---|
| Based in | Southampton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $18.2M across 27 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in PA · CRD 708119 |
| Exams passed | Series 63 (1983) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How William's firm compares
- Mckenna & Sullivan's average account is about $675,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about William
Is William McKenna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Mckenna & Sullivan 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, Mckenna & Sullivan, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William McKenna based?
William McKenna is based in Southampton, Pennsylvania.
What credentials does William McKenna hold?
William McKenna holds the ChFC credential.
Is William McKenna registered with the SEC?
Yes. William McKenna is registered as an investment adviser representative in PA (CRD 708119), 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 Mckenna & Sullivan manage?
Mckenna & Sullivan reports $18.2M across 27 accounts in assets under management.
How do I contact William McKenna?
Contact details aren't on file yet. Search for Mckenna & Sullivan.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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