# William Sands Jr

> William Sands Jr is a fee-only financial advisor at DEL VAL Retirement and Investment Services in Doylestown, Pennsylvania. DEL VAL Retirement and Investment Services reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** DEL VAL Retirement and Investment Services
- **Based in:** Doylestown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.9M across 9 accounts
- **CRD:** 5801085 (https://adviserinfo.sec.gov/individual/summary/5801085)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2019), Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is William Sands Jr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and DEL VAL Retirement and Investment Services 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, DEL VAL Retirement and Investment Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Sands Jr based?

William Sands Jr is based in Doylestown, Pennsylvania.

### Is William Sands Jr registered with the SEC?

Yes. William Sands Jr is registered as an investment adviser representative in PA (CRD 5801085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DEL VAL Retirement and Investment Services manage?

DEL VAL Retirement and Investment Services reports $1.9M across 9 accounts in assets under management.

### How do I contact William Sands Jr?

Contact details aren't on file yet. Search for DEL VAL Retirement and Investment Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5801085): 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.