# William Messner

> William Messner is a fee-only financial advisor at Bill Messner Contrarian Investment Advisory in New Castle, Pennsylvania. William charges hourly fees and an ongoing planning fee and focuses on retirement planning and pension planning.

Page: https://find.wellspent.co/advisors/william-messner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bill Messner Contrarian Investment Advisory
- **Based in:** New Castle, Pennsylvania
- **Fee model:** Hourly; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.3M across 33 accounts
- **Specialties:** Retirement planning, Pension planning
- **CRD:** 2597597 (https://adviserinfo.sec.gov/individual/summary/2597597)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1995), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://bmcia.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Bill Messner Contrarian Investment Advisory 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 charges hourly fees and an ongoing planning fee.

### Where is William Messner based?

William Messner is based in New Castle, Pennsylvania.

### What does William specialize in?

William's specialties include retirement planning and pension planning.

### Is William Messner registered with the SEC?

Yes. William Messner is registered as an investment adviser representative in PA (CRD 2597597), 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 Bill Messner Contrarian Investment Advisory manage?

Bill Messner Contrarian Investment Advisory reports $3.3M across 33 accounts in assets under management.

### How do I contact William Messner?

Through William's website, bmcia.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2597597): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bmcia.com/): specialties, clients served, and fees, checked October 30, 2026

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