William Rodriguez
Briggs Wealth Management · Glastonbury, Connecticut
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.
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Facts
| Firm | Briggs Wealth Management |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $362.0M across 689 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 4770622 |
| Exams passed | Series 63 (2004) · Series 66 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.briggswealthmgmt.com |
How William's firm compares
- Briggs Wealth Management's average account is about $525,000, from its Form ADV (assets managed divided by 689 accounts).
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Questions about William
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.
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
- 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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