William Villafranco
Villafranco Wealth Management · Cresskill, New Jersey
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.
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Facts
| Firm | Villafranco Wealth Management |
|---|---|
| Based in | Cresskill, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $299.1M across 122 accounts |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 2190885 |
| Exams passed | Series 63 (1996) · Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Profile |
How William's firm compares
- Villafranco Wealth Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 122 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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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