William Smith
Guaranty Private Wealth · Ridgeland, Mississippi
William Smith is a fee-only financial advisor at Guaranty Private Wealth in Ridgeland, Mississippi. William charges a percentage of assets.
Request an introduction to William →
Who they serve
- Physicians
Facts
| Firm | Guaranty Private Wealth |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model | Percentage of assets |
| Assets under management | $81.4M across 72 accounts |
| SEC registration | Investment adviser representative in AR, LA, MS, TN · CRD 4865759 |
| Exams passed | Series 63 (2004) · Series 65 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | guarantyprivatewealth.com |
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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
- Guaranty Private Wealth 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.
See something wrong? Request a correction. Read our methodology.