# William Villafranco

> William Villafranco is a fee-only financial advisor at Villafranco Wealth Management in Cresskill, New Jersey. Villafranco Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/william-villafranco/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Villafranco Wealth Management
- **Based in:** Cresskill, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $299.1M across 122 accounts
- **CRD:** 2190885 (https://adviserinfo.sec.gov/individual/summary/2190885)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 63 (1996), Series 65 (2021)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Villafranco Wealth Management 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, Villafranco Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Villafranco based?

William Villafranco is based in Cresskill, New Jersey.

### Is William Villafranco registered with the SEC?

Yes. William Villafranco is registered as an investment adviser representative in NJ, NY and TX (CRD 2190885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Villafranco Wealth Management manage?

Villafranco Wealth Management reports $299.1M across 122 accounts in assets under management.

### How do I contact William Villafranco?

Contact details aren't on file yet. Search for Villafranco Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2190885): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.