# William Romey

> William Romey is a fee-only financial advisor at ETF Portfolio Partners in Leawood, Kansas. ETF Portfolio Partners reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** ETF Portfolio Partners
- **Based in:** Leawood, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $431.1M across 429 accounts
- **CRD:** 7408760 (https://adviserinfo.sec.gov/individual/summary/7408760)
- **SEC registration:** Investment adviser representative in CA, FL, KS, MO, NC, NE, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://etfpp.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and ETF Portfolio Partners 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, ETF Portfolio Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Romey based?

William Romey is based in Leawood, Kansas.

### Is William Romey registered with the SEC?

Yes. William Romey is registered as an investment adviser representative in CA, FL, KS, MO, NC, NE and TX (CRD 7408760), 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 ETF Portfolio Partners manage?

ETF Portfolio Partners reports $431.1M across 429 accounts in assets under management.

### How do I contact William Romey?

Through William's website, etfpp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7408760): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.