William Stanert
Moondance Investment Advisors · New Hope, Pennsylvania
William Stanert is a fee-only financial advisor at Moondance Investment Advisors in New Hope, Pennsylvania, who holds the CFP credential. Moondance Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Moondance Investment Advisors |
|---|---|
| Based in | New Hope, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $34.8M across 99 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 716136 |
| Exams passed | Series 63 (1980) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.moondanceinvestments.com |
How William's firm compares
- Moondance Investment Advisors's average account is about $352,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about William
Is William Stanert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Moondance Investment 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's firm, Moondance Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Stanert based?
William Stanert is based in New Hope, Pennsylvania.
What credentials does William Stanert hold?
William Stanert holds the CFP credential.
Is William Stanert registered with the SEC?
Yes. William Stanert is registered as an investment adviser representative in PA (CRD 716136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moondance Investment Advisors manage?
Moondance Investment Advisors reports $34.8M across 99 accounts in assets under management.
How do I contact William Stanert?
Through William's website, www.moondanceinvestments.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
- 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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