# William Ross

> William Ross is a fee-only financial advisor at North Forty Two & in Lake Oswego, Oregon. William focuses on estate & legacy planning. North Forty Two & reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** North Forty Two &
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $167.9M across 263 accounts
- **Specialties:** Estate & legacy planning
- **Works with:** Founders, Multi-generational families
- **CRD:** 2177428 (https://adviserinfo.sec.gov/individual/summary/2177428)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (1991), Series 65 (1997)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.northfortytwo.com

## Frequently asked questions

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

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

### Where is William Ross based?

William Ross is based in Lake Oswego, Oregon.

### What does William specialize in?

William's specialties include estate & legacy planning. William works with founders and multi-generational families.

### Is William Ross registered with the SEC?

Yes. William Ross is registered as an investment adviser representative in OR (CRD 2177428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does North Forty Two & manage?

North Forty Two & reports $167.9M across 263 accounts in assets under management.

### How do I contact William Ross?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2177428): 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://northfortytwo.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.