# William Tiedt

> William Tiedt is a fee-only financial advisor at A to Z Financial Planning in Oak Creek, Wisconsin. William charges a one-time planning fee and an ongoing planning fee and focuses on retirement planning and pension planning.

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

## Facts

- **Firm:** A to Z Financial Planning
- **Based in:** Oak Creek, Wisconsin
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $49.8M across 371 accounts
- **Specialties:** Retirement planning, Pension planning
- **CRD:** 2443995 (https://adviserinfo.sec.gov/individual/summary/2443995)
- **SEC registration:** Investment adviser representative in IL, WI
- **Exams passed:** Series 63 (1994), Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.a2zplanning.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and A to Z Financial Planning 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 charges a one-time planning fee and an ongoing planning fee.

### Where is William Tiedt based?

William Tiedt is based in Oak Creek, Wisconsin.

### What does William specialize in?

William's specialties include retirement planning and pension planning.

### Is William Tiedt registered with the SEC?

Yes. William Tiedt is registered as an investment adviser representative in IL and WI (CRD 2443995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does A to Z Financial Planning manage?

A to Z Financial Planning reports $49.8M across 371 accounts in assets under management.

### How do I contact William Tiedt?

Through William's website, www.a2zplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2443995): 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.a2zplanning.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.