# William Pfeiffer

> William Pfeiffer is a fee-only financial advisor at RidgePoint Wealth Advisors in Tolland, Connecticut, who holds the CFP credential. William focuses on tax planning. RidgePoint Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** RidgePoint Wealth Advisors
- **Based in:** Tolland, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $12.2M across 57 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **CRD:** 6129107 (https://adviserinfo.sec.gov/individual/summary/6129107)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.ridgepointwealth.com/

## Frequently asked questions

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

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

### Where is William Pfeiffer based?

William Pfeiffer is based in Tolland, Connecticut.

### What does William specialize in?

William's specialties include tax planning.

### What credentials does William Pfeiffer hold?

William Pfeiffer holds the CFP credential.

### Is William Pfeiffer registered with the SEC?

Yes. William Pfeiffer is registered as an investment adviser representative in CT (CRD 6129107), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RidgePoint Wealth Advisors manage?

RidgePoint Wealth Advisors reports $12.2M across 57 accounts in assets under management.

### How do I contact William Pfeiffer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6129107): 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.ridgepointwealth.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.