# William Overton

> William Overton is a fee-only financial advisor at Advanced Financial Solutions in Boise, Idaho, who holds the CFP credential. Advanced Financial Solutions reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-overton-7160360/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Advanced Financial Solutions
- **Based in:** Boise, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $16.7M across 163 accounts
- **Credentials:** CFP
- **CRD:** 7160360 (https://adviserinfo.sec.gov/individual/summary/7160360)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.afs-idaho.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Advanced Financial Solutions 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, Advanced Financial Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is William Overton based?

William Overton is based in Boise, Idaho.

### What credentials does William Overton hold?

William Overton holds the CFP credential.

### Is William Overton registered with the SEC?

Yes. William Overton is registered as an investment adviser representative in ID (CRD 7160360), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advanced Financial Solutions manage?

Advanced Financial Solutions reports $16.7M across 163 accounts in assets under management.

### How do I contact William Overton?

Through William's website, www.afs-idaho.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7160360): 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

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