# William Stordahl

> William Stordahl is a fee-only financial advisor at Stordahl Capital Management in Greenwood Village, Colorado, who holds the CFP credential. William focuses on retirement planning. Stordahl Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Stordahl Capital Management
- **Based in:** Greenwood Village, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $675.9M across 1,026 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2245878 (https://adviserinfo.sec.gov/individual/summary/2245878)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (1992), Series 65 (1996)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.stordahlcap.com

## Frequently asked questions

### Is William Stordahl a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Stordahl Capital Management 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, Stordahl Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does William charge?

According to Stordahl Capital Management's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is William Stordahl based?

William Stordahl is based in Greenwood Village, Colorado.

### What does William specialize in?

William's specialties include retirement planning. William works with retirees and pre-retirees.

### What credentials does William Stordahl hold?

William Stordahl holds the CFP credential.

### Is William Stordahl registered with the SEC?

Yes. William Stordahl is registered as an investment adviser representative in CO and TX (CRD 2245878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stordahl Capital Management manage?

Stordahl Capital Management reports $675.9M across 1,026 accounts in assets under management.

### How do I contact William Stordahl?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2245878): 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://www.stordahlcap.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.