William McNamara
Salvus Wealth Management · Red Bank, New Jersey
William McNamara is a fee-only financial advisor at Salvus Wealth Management in Red Bank, New Jersey. Salvus Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Salvus Wealth Management |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.5M across 847 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5076541 |
| Exams passed | Series 65 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | salvuswealth.com |
How William's firm compares
- Salvus Wealth Management's average account is about $374,000, from its Form ADV (assets managed divided by 847 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William McNamara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Salvus 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, Salvus Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William McNamara based?
William McNamara is based in Red Bank, New Jersey.
Is William McNamara registered with the SEC?
Yes. William McNamara is registered as an investment adviser representative in NJ (CRD 5076541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salvus Wealth Management manage?
Salvus Wealth Management reports $316.5M across 847 accounts in assets under management.
How do I contact William McNamara?
Through William's website, salvuswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
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.
See something wrong? Request a correction. Read our methodology.