# William Smith

> William Smith is a fee-only financial advisor at Guaranty Private Wealth in Ridgeland, Mississippi. William charges a percentage of assets.

Page: https://find.wellspent.co/advisors/william-smith-4865759/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Guaranty Private Wealth
- **Based in:** Ridgeland, Mississippi
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $81.4M across 72 accounts
- **Works with:** Physicians
- **CRD:** 4865759 (https://adviserinfo.sec.gov/individual/summary/4865759)
- **SEC registration:** Investment adviser representative in AR, LA, MS, TN
- **Exams passed:** Series 63 (2004), Series 65 (2005)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://guarantyprivatewealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Guaranty Private Wealth 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 charges a percentage of assets.

### Where is William Smith based?

William Smith is based in Ridgeland, Mississippi.

### Is William Smith registered with the SEC?

Yes. William Smith is registered as an investment adviser representative in AR, LA, MS and TN (CRD 4865759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Guaranty Private Wealth manage?

Guaranty Private Wealth reports $81.4M across 72 accounts in assets under management.

### How do I contact William Smith?

Through William's website, guarantyprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4865759): 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
- The firm's website (https://guarantyprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.