William Pittenger
Redbud Advisors · Austin, Texas
William Pittenger is a fee-only financial advisor at Redbud Advisors in Austin, Texas. William charges a flat fee or retainer and an ongoing planning fee and focuses on tax planning, estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Redbud Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $367.8M across 392 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7794898 |
| Exams passed | Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | redbudadvisorsatx.com |
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Questions about William
Is William Pittenger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Redbud 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 charges a flat fee or retainer and an ongoing planning fee.
Where is William Pittenger based?
William Pittenger is based in Austin, Texas.
What does William specialize in?
William's specialties include tax planning, estate & legacy planning and family wealth transfer. William works with ultra high net worth and multi-generational families.
Is William Pittenger registered with the SEC?
Yes. William Pittenger is registered as an investment adviser representative in TX (CRD 7794898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Redbud Advisors manage?
Redbud Advisors reports $367.8M across 392 accounts in assets under management.
How do I contact William Pittenger?
Through William's website, redbudadvisorsatx.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
- Redbud 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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