William Somers
The Investment Connection · Hackettstown, New Jersey
William Somers is a fee-only financial advisor at The Investment Connection in Hackettstown, New Jersey. The Investment Connection reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The Investment Connection |
|---|---|
| Based in | Hackettstown, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $108.8M across 375 accounts |
| SEC registration | Investment adviser representative in NJ, PA · CRD 6545001 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.theinvestmentconnection.com |
How William's firm compares
- The Investment Connection's average account is about $290,000, from its Form ADV (assets managed divided by 375 accounts).
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Questions about William
Is William Somers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and The Investment Connection 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, The Investment Connection, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Somers based?
William Somers is based in Hackettstown, New Jersey.
Is William Somers registered with the SEC?
Yes. William Somers is registered as an investment adviser representative in NJ and PA (CRD 6545001), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Investment Connection manage?
The Investment Connection reports $108.8M across 375 accounts in assets under management.
How do I contact William Somers?
Through William's website, www.theinvestmentconnection.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Hackettstown
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
- 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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