William Roberts
CWS Financial Advisors · Kalamazoo, Michigan
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.
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Specialties
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 | $1.33B across 2,156 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 7400719 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cwsfas.com |
How William's firm compares
- CWS Financial Advisors's average account is about $616,000, from its Form ADV (assets managed divided by 2,156 accounts).
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Questions about William
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.
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
- CWS Financial 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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