William Pfeiffer
RidgePoint Wealth Advisors · Tolland, Connecticut
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.
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Specialties
Facts
| Firm | RidgePoint Wealth Advisors |
|---|---|
| Based in | Tolland, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $12.2M across 57 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 6129107 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ridgepointwealth.com |
How William's firm compares
- RidgePoint Wealth Advisors's average account is about $214,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about William
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.
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
- RidgePoint Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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