# William Reynolds

> William Reynolds is a fee-only financial advisor at Fire Capital Management in San Francisco, California, who holds the CFA credential. William charges a flat fee or retainer and a percentage of assets (no asset minimum) and focuses on family wealth transfer and sustainable & impact investing.

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

## Facts

- **Firm:** Fire Capital Management
- **Based in:** San Francisco, California
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $635.5M across 233 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Sustainable & impact investing
- **Works with:** Ultra high net worth, Founders, Executives, Multi-generational families
- **CRD:** 7220439 (https://adviserinfo.sec.gov/individual/summary/7220439)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.firecapitalmanagement.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Fire Capital 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 charges a flat fee or retainer and a percentage of assets.

### How much does William charge?

According to Fire Capital Management's website, checked October 30, 2026: no asset minimum.

### Does William work with clients virtually?

Yes. Fire Capital Management says on its website that it works with clients remotely.

### Where is William Reynolds based?

William Reynolds is based in San Francisco, California.

### What does William specialize in?

William's specialties include family wealth transfer and sustainable & impact investing. William works with ultra high net worth, founders, executives and multi-generational families.

### What credentials does William Reynolds hold?

William Reynolds holds the CFA credential.

### Is William Reynolds registered with the SEC?

Yes. William Reynolds is registered as an investment adviser representative in CA and TX (CRD 7220439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fire Capital Management manage?

Fire Capital Management reports $635.5M across 233 accounts in assets under management.

### How do I contact William Reynolds?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7220439): 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.firecapitalmanagement.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.