William Shaheen
Whitney & Company · Rochester, New York
William Shaheen is a fee-only financial advisor at Whitney & Company in Rochester, New York. William focuses on retirement planning, tax planning and estate & legacy planning. Whitney & Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Whitney & Company |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.49B across 1,885 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7401105 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.whitneyandcompany.com |
How William's firm compares
- Whitney & Company's average account is about $791,000, from its Form ADV (assets managed divided by 1,885 accounts).
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Questions about William
Is William Shaheen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Whitney & Company 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, Whitney & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Shaheen based?
William Shaheen is based in Rochester, New York.
What does William specialize in?
William's specialties include retirement planning, tax planning and estate & legacy planning.
Is William Shaheen registered with the SEC?
Yes. William Shaheen is registered as an investment adviser representative in NY (CRD 7401105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitney & Company manage?
Whitney & Company reports $1.49B across 1,885 accounts in assets under management.
How do I contact William Shaheen?
Through William's website, www.whitneyandcompany.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
- Whitney & Company 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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