# William Petty

> William Petty is a fee-only financial advisor at Estabrook Capital Management in New York, New York. William focuses on estate & legacy planning, tax planning and family wealth transfer. Estabrook Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-petty/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Estabrook Capital Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $933.3M across 767 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Ultra high net worth
- **CRD:** 2163860 (https://adviserinfo.sec.gov/individual/summary/2163860)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1986), Series 65 (1991)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.estabrookcap.com

## Frequently asked questions

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

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

### Where is William Petty based?

William Petty is based in New York, New York.

### What does William specialize in?

William's specialties include estate & legacy planning, tax planning and family wealth transfer. William works with ultra high net worth.

### Is William Petty registered with the SEC?

Yes. William Petty is registered as an investment adviser representative in TX (CRD 2163860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Estabrook Capital Management manage?

Estabrook Capital Management reports $933.3M across 767 accounts in assets under management.

### How do I contact William Petty?

Through William's website, www.estabrookcap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2163860): 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
- The firm's website (https://www.estabrookcap.com/): specialties, clients served, and fees, checked October 30, 2026

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