William Messner
Bill Messner Contrarian Investment Advisory · New Castle, Pennsylvania
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.
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Specialties
Facts
| Firm | Bill Messner Contrarian Investment Advisory |
|---|---|
| Based in | New Castle, Pennsylvania |
| Fee model | Hourly · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $3.3M across 33 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2597597 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | bmcia.com |
How William's firm compares
- Bill Messner Contrarian Investment Advisory's average account is about $100,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about William
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.
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
- Bill Messner Contrarian Investment Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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