William Newcomb
Newcomb Financial Advisors · Chapel Hill, North Carolina
William Newcomb is a fee-only financial advisor at Newcomb Financial Advisors in Chapel Hill, North Carolina, who holds the CFP credential. Newcomb Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Newcomb Financial Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.7M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5641873 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.newcombfinancialadvisors.com |
How William's firm compares
- Newcomb Financial Advisors's average account is about $476,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about William
Is William Newcomb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Newcomb Financial Advisors 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, Newcomb Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Newcomb based?
William Newcomb is based in Chapel Hill, North Carolina.
What credentials does William Newcomb hold?
William Newcomb holds the CFP credential.
Is William Newcomb registered with the SEC?
Yes. William Newcomb is registered as an investment adviser representative in NC (CRD 5641873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Newcomb Financial Advisors manage?
Newcomb Financial Advisors reports $15.7M across 33 accounts in assets under management.
How do I contact William Newcomb?
Through William's website, www.newcombfinancialadvisors.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
- 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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