William Powell
Ferguson-Johnson Wealth Management · Rockville, Maryland
William Powell is a fee-only financial advisor at Ferguson-Johnson Wealth Management in Rockville, Maryland, who holds the CFP credential. Ferguson-Johnson Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Ferguson-Johnson Wealth Management |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $316.4M across 575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, VA · CRD 5849610 |
| Exams passed | Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mymoneymanager.com |
How William's firm compares
- Ferguson-Johnson Wealth Management's average account is about $550,000, from its Form ADV (assets managed divided by 575 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Powell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Ferguson-Johnson Wealth 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, Ferguson-Johnson Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Powell based?
William Powell is based in Rockville, Maryland.
What credentials does William Powell hold?
William Powell holds the CFP credential.
Is William Powell registered with the SEC?
Yes. William Powell is registered as an investment adviser representative in MD and VA (CRD 5849610), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ferguson-Johnson Wealth Management manage?
Ferguson-Johnson Wealth Management reports $316.4M across 575 accounts in assets under management.
How do I contact William Powell?
Through William's website, mymoneymanager.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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.
See something wrong? Request a correction. Read our methodology.