# William Reed

> William Reed is a fee-only financial advisor at Golden Reed Wealth Management in Ocala, Florida, who holds the CFA credential. Golden Reed Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-reed/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Golden Reed Wealth Management
- **Based in:** Ocala, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.3M across 13 accounts
- **Credentials:** CFA
- **CRD:** 7973567 (https://adviserinfo.sec.gov/individual/summary/7973567)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is William Reed based?

William Reed is based in Ocala, Florida.

### What credentials does William Reed hold?

William Reed holds the CFA credential.

### Is William Reed registered with the SEC?

Yes. William Reed is registered as an investment adviser representative in FL (CRD 7973567), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Golden Reed Wealth Management manage?

Golden Reed Wealth Management reports $1.3M across 13 accounts in assets under management.

### How do I contact William Reed?

Contact details aren't on file yet. Search for Golden Reed Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7973567): 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

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