# William Smith

> William Smith is a fee-only financial advisor at Wealthway Financial Advisors in Norfolk, Virginia, who holds the CFP credential. William charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Wealthway Financial Advisors
- **Based in:** Norfolk, Virginia
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $245.6M across 552 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7602902 (https://adviserinfo.sec.gov/individual/summary/7602902)
- **SEC registration:** Investment adviser representative in NC, VA
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.wealthwayadvisors.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 Wealthway Financial Advisors 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 Norfolk, Virginia.

### What does William specialize in?

William's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does William Smith hold?

William Smith holds the CFP credential.

### Is William Smith registered with the SEC?

Yes. William Smith is registered as an investment adviser representative in NC and VA (CRD 7602902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Wealthway Financial Advisors manage?

Wealthway Financial Advisors reports $245.6M across 552 accounts in assets under management.

### How do I contact William Smith?

Through William's website, www.wealthwayadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7602902): 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://wealthwayadvisors.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.