William Overton
Advanced Financial Solutions · Boise, Idaho
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.
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Facts
| Firm | Advanced Financial Solutions |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $16.7M across 163 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 7160360 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.afs-idaho.com |
How William's firm compares
- Advanced Financial Solutions's average account is about $103,000, from its Form ADV (assets managed divided by 163 accounts).
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Questions about William
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.
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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