William Rice
Anchor Capital Advisors · Boston, Massachusetts
William Rice is a fee-only financial advisor at Anchor Capital Advisors in Boston, Massachusetts. William focuses on retirement planning. Anchor Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | Anchor Capital Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.37B across 2,632 accounts |
| SEC registration | Investment adviser representative in FL, MA · CRD 2114122 |
| Exams passed | Series 63 (1991) · Series 65 (1991) |
| Firm size | 42 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.anchorcapital.com |
How William's firm compares
- Anchor Capital Advisors's average account is about $902,000, from its Form ADV (assets managed divided by 2,632 accounts).
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Questions about William
Is William Rice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Anchor Capital 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, Anchor Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Rice based?
William Rice is based in Boston, Massachusetts.
What does William specialize in?
William's specialties include retirement planning. William works with retirees and multi-generational families.
Is William Rice registered with the SEC?
Yes. William Rice is registered as an investment adviser representative in FL and MA (CRD 2114122), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Anchor Capital Advisors manage?
Anchor Capital Advisors reports $2.37B across 2,632 accounts in assets under management.
How do I contact William Rice?
Through William's website, www.anchorcapital.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
- Anchor Capital 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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