William Smith
Wealthway Financial Advisors · Norfolk, Virginia
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.
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Specialties
Facts
| Firm | Wealthway Financial Advisors |
|---|---|
| Based in | Norfolk, Virginia |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $245.6M across 552 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, VA · CRD 7602902 |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wealthwayadvisors.com |
How William's firm compares
- Wealthway Financial Advisors's average account is about $445,000, from its Form ADV (assets managed divided by 552 accounts).
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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 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.
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
- Wealthway Financial Advisors 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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