William Schwarz
Dauntless Advisory · Annapolis, Maryland
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.
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Facts
| Firm | Dauntless Advisory |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $16.1M across 36 accounts |
| SEC registration | Investment adviser representative in MD · CRD 5333279 |
| Exams passed | Series 63 (2012) · Series 65 (2026) · Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.dauntlessadvisory.com |
| Profile |
How William's firm compares
- Dauntless Advisory's average account is about $448,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
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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