William Tracy
YeskeBuie · Vienna, Virginia
William Tracy is a fee-only financial advisor at YeskeBuie in Vienna, Virginia, who holds the CFP credential. William charges a percentage of assets (1% a year on the first tier of assets managed and a $3,000,000 asset minimum).
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Facts
| Firm | YeskeBuie |
|---|---|
| Based in | Vienna, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $3,000,000 asset minimum |
| Assets under management | $1.07B across 1,495 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7676768 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.live-big.us |
How William's firm compares
- YeskeBuie's average account is about $715,000, from its Form ADV (assets managed divided by 1,495 accounts).
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Questions about William
Is William Tracy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and YeskeBuie 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 percentage of assets.
How much does William charge?
According to YeskeBuie's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $3,000,000 asset minimum.
Where is William Tracy based?
William Tracy is based in Vienna, Virginia.
What credentials does William Tracy hold?
William Tracy holds the CFP credential.
Is William Tracy registered with the SEC?
Yes. William Tracy is registered as an investment adviser representative in VA (CRD 7676768), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does YeskeBuie manage?
YeskeBuie reports $1.07B across 1,495 accounts in assets under management.
How do I contact William Tracy?
Through William's website, www.live-big.us.
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
- YeskeBuie website : specialties, clients served, and fees, checked October 30, 2026
- 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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