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Advisor

William Nolan

Spar Wealth Management · Trophy Club, Texas

William Nolan is a fee-only financial advisor at Spar Wealth Management in Trophy Club, Texas. Spar Wealth Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmSpar Wealth Management
Based in Trophy Club, Texas
Fee model (firm's Form ADV)Percentage of assets
Assets under management$2.2M across 13 accounts
SEC registration Investment adviser representative in SD · CRD 6920506
Exams passedSeries 65 (2017)
Firm size1 employee
Disclosures Reported; see the SEC record

How William's firm compares

  • Spar Wealth Management's average account is about $169,000, from its Form ADV (assets managed divided by 13 accounts).

What fee-only advisors charge in Texas

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Questions about William

Is William Nolan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Spar 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, Spar Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

Where is William Nolan based?

William Nolan is based in Trophy Club, Texas.

Is William Nolan registered with the SEC?

Yes. William Nolan is registered as an investment adviser representative in SD (CRD 6920506), 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 Spar Wealth Management manage?

Spar Wealth Management reports $2.2M across 13 accounts in assets under management.

How do I contact William Nolan?

Contact details aren't on file yet. Search for Spar Wealth Management.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Texas

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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