# William Roberts

> William Roberts is a fee-only financial advisor at CWS Financial Advisors in Kalamazoo, Michigan, who holds the CFP credential. William charges a percentage of assets (0.5%–1% a year of assets managed) and focuses on retirement planning.

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

## Facts

- **Firm:** CWS Financial Advisors
- **Based in:** Kalamazoo, Michigan
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1% a year of assets managed
- **Assets under management (firm):** $1.33B across 2,156 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7400719 (https://adviserinfo.sec.gov/individual/summary/7400719)
- **SEC registration:** Investment adviser representative in MI
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.cwsfas.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and CWS Financial 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 percentage of assets.

### How much does William charge?

According to CWS Financial Advisors's website, checked October 30, 2026: 0.5%–1% a year of assets managed.

### Where is William Roberts based?

William Roberts is based in Kalamazoo, Michigan.

### What does William specialize in?

William's specialties include retirement planning.

### What credentials does William Roberts hold?

William Roberts holds the CFP credential.

### Is William Roberts registered with the SEC?

Yes. William Roberts is registered as an investment adviser representative in MI (CRD 7400719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CWS Financial Advisors manage?

CWS Financial Advisors reports $1.33B across 2,156 accounts in assets under management.

### How do I contact William Roberts?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7400719): 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://cwsfinancialadvisors.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.