William Tatis-Flanagan
Financial Alternatives · La Jolla, California
William Tatis-Flanagan is a fee-only financial advisor at Financial Alternatives in La Jolla, California. Financial Alternatives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Alternatives |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $614.8M across 1,258 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 8191506 |
| Exams passed | Series 66 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | essentialplanners.com |
How William's firm compares
- Financial Alternatives's average account is about $489,000, from its Form ADV (assets managed divided by 1,258 accounts).
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Questions about William
Is William Tatis-Flanagan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Financial Alternatives 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, Financial Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Tatis-Flanagan based?
William Tatis-Flanagan is based in La Jolla, California.
Is William Tatis-Flanagan registered with the SEC?
Yes. William Tatis-Flanagan is registered as an investment adviser representative in CA and TX (CRD 8191506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Alternatives manage?
Financial Alternatives reports $614.8M across 1,258 accounts in assets under management.
How do I contact William Tatis-Flanagan?
Through William's website, essentialplanners.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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