# William Schwarz

> William Schwarz is a fee-only financial advisor at Dauntless Advisory in Annapolis, Maryland. Dauntless Advisory reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Dauntless Advisory
- **Based in:** Annapolis, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $16.1M across 36 accounts
- **CRD:** 5333279 (https://adviserinfo.sec.gov/individual/summary/5333279)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (2012), Series 65 (2026), Series 66 (2007)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.dauntlessadvisory.com

## Frequently asked questions

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

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

### Where is William Schwarz based?

William Schwarz is based in Annapolis, Maryland.

### Is William Schwarz registered with the SEC?

Yes. William Schwarz is registered as an investment adviser representative in MD (CRD 5333279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dauntless Advisory manage?

Dauntless Advisory reports $16.1M across 36 accounts in assets under management.

### How do I contact William Schwarz?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5333279): 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.