William Mortimer
Solidarity Wealth · Lehi, Utah
William Mortimer is a fee-only financial advisor at Solidarity Wealth in Lehi, Utah. William focuses on founders (pre-exit), tax planning and estate & legacy planning. Solidarity Wealth reports charging a percentage of assets, a subscription and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Solidarity Wealth |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $704.2M across 1,019 accounts |
| SEC registration | Investment adviser representative in UT · CRD 5078207 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.solidaritywealth.com |
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Questions about William
Is William Mortimer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Solidarity Wealth 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, Solidarity Wealth, reports charging a percentage of assets, a subscription and fixed fees on its SEC Form ADV.
Where is William Mortimer based?
William Mortimer is based in Lehi, Utah.
What does William specialize in?
William's specialties include founders (pre-exit), tax planning, estate & legacy planning and family wealth transfer. William works with founders, executives, HENRY (High Earners, Not Rich Yet), ultra high net worth and multi-generational families.
Is William Mortimer registered with the SEC?
Yes. William Mortimer is registered as an investment adviser representative in UT (CRD 5078207), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Solidarity Wealth manage?
Solidarity Wealth reports $704.2M across 1,019 accounts in assets under management.
How do I contact William Mortimer?
Through William's website, www.solidaritywealth.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
- Solidarity Wealth 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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