William Sugg
Laurel Wealth Advisors · Charlotte, North Carolina
William Sugg is a fee-only financial advisor at Laurel Wealth Advisors in Charlotte, North Carolina, who holds the CFP credential. Laurel Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Laurel Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.11B across 1,429 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4312125 |
| Exams passed | Series 63 (2001) · Series 66 (2001) |
| Firm size | 9 employees |
| Disclosures | None reported |
How William's firm compares
- Laurel Wealth Advisors's average account is about $775,000, from its Form ADV (assets managed divided by 1,429 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Sugg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Laurel Wealth 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, Laurel Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Sugg based?
William Sugg is based in Charlotte, North Carolina.
What credentials does William Sugg hold?
William Sugg holds the CFP credential.
Is William Sugg registered with the SEC?
Yes. William Sugg is registered as an investment adviser representative in NC (CRD 4312125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laurel Wealth Advisors manage?
Laurel Wealth Advisors reports $1.11B across 1,429 accounts in assets under management.
How do I contact William Sugg?
Contact details aren't on file yet. Search for Laurel Wealth Advisors.
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.
See something wrong? Request a correction. Read our methodology.