# William Rodriguez

> William Rodriguez is a fee-only financial advisor at Briggs Wealth Management in Glastonbury, Connecticut, who holds the CFP credential. Briggs Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Briggs Wealth Management
- **Based in:** Glastonbury, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $362.0M across 689 accounts
- **Credentials:** CFP
- **CRD:** 4770622 (https://adviserinfo.sec.gov/individual/summary/4770622)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2004), Series 66 (2012)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.briggswealthmgmt.com

## Frequently asked questions

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

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

### Where is William Rodriguez based?

William Rodriguez is based in Glastonbury, Connecticut.

### What credentials does William Rodriguez hold?

William Rodriguez holds the CFP credential.

### Is William Rodriguez registered with the SEC?

Yes. William Rodriguez is registered as an investment adviser representative in CT (CRD 4770622), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Briggs Wealth Management manage?

Briggs Wealth Management reports $362.0M across 689 accounts in assets under management.

### How do I contact William Rodriguez?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4770622): 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.