William Sands Jr
DEL VAL Retirement and Investment Services · Doylestown, Pennsylvania
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.
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Facts
| Firm | DEL VAL Retirement and Investment Services |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.9M across 9 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5801085 |
| Exams passed | Series 65 (2019) · Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
How William's firm compares
- DEL VAL Retirement and Investment Services's average account is about $212,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about William
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.
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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