William Symons
Eureka Financial Planners · Eureka, California
William Symons is a fee-only financial advisor at Eureka Financial Planners in Eureka, California, who holds the CFP credential. Eureka Financial Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Eureka Financial Planners |
|---|---|
| Based in | Eureka, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.7M across 133 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OR, WA · CRD 3022068 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How William's firm compares
- Eureka Financial Planners's average account is about $389,000, from its Form ADV (assets managed divided by 133 accounts).
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Questions about William
Is William Symons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Eureka Financial Planners 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, Eureka Financial Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Symons based?
William Symons is based in Eureka, California.
What credentials does William Symons hold?
William Symons holds the CFP credential.
Is William Symons registered with the SEC?
Yes. William Symons is registered as an investment adviser representative in CA, OR and WA (CRD 3022068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eureka Financial Planners manage?
Eureka Financial Planners reports $51.7M across 133 accounts in assets under management.
How do I contact William Symons?
Contact details aren't on file yet. Search for Eureka Financial Planners.
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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