William Scorpio
Diamond Client Group · Fair Oaks Ranch, Texas
William Scorpio is a fee-only financial advisor at Diamond Client Group in Fair Oaks Ranch, Texas. William focuses on founders (pre-exit), small business owners and tax planning. Diamond Client Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Diamond Client Group |
|---|---|
| Based in | Fair Oaks Ranch, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $185.8M across 714 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8353909 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | diamondclientgroup.com |
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Questions about William
Is William Scorpio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Diamond Client Group 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, Diamond Client Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Scorpio based?
William Scorpio is based in Fair Oaks Ranch, Texas.
What does William specialize in?
William's specialties include founders (pre-exit), small business owners, tax planning, estate & legacy planning and family wealth transfer. William works with founders, ultra high net worth and multi-generational families.
Is William Scorpio registered with the SEC?
Yes. William Scorpio is registered as an investment adviser representative in TX (CRD 8353909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diamond Client Group manage?
Diamond Client Group reports $185.8M across 714 accounts in assets under management.
How do I contact William Scorpio?
Through William's website, diamondclientgroup.com.
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
- Diamond Client Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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