# William Scanlon

> William Scanlon is a fee-only financial advisor at Latitude Advisors in Endwell, New York. Latitude Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Latitude Advisors
- **Based in:** Endwell, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $566.5M across 2,575 accounts
- **CRD:** 2961582 (https://adviserinfo.sec.gov/individual/summary/2961582)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1997), Series 65 (1999)
- **Firm size:** 66 employees
- **Disclosures:** None reported
- **Website:** http://www.latitudefinancial.net/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Latitude Advisors 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, Latitude Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Scanlon based?

William Scanlon is based in Endwell, New York.

### Is William Scanlon registered with the SEC?

Yes. William Scanlon is registered as an investment adviser representative in NY (CRD 2961582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Latitude Advisors manage?

Latitude Advisors reports $566.5M across 2,575 accounts in assets under management.

### How do I contact William Scanlon?

Through William's website, www.latitudefinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2961582): 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.