William Wadsworth
North Woods Wealth Management · Buffalo, New York
William Wadsworth is a fee-only financial advisor at North Woods Wealth Management in Buffalo, New York. William focuses on tax planning. North Woods Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | North Woods Wealth Management |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $150.4M across 679 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5621720 |
| Exams passed | Series 63 (2008) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.north-woods.com |
| Profile |
How William's firm compares
- North Woods Wealth Management's average account is about $221,000, from its Form ADV (assets managed divided by 679 accounts).
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Questions about William
Is William Wadsworth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and North Woods 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, North Woods Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Wadsworth based?
William Wadsworth is based in Buffalo, New York.
What does William specialize in?
William's specialties include tax planning. William works with founders and high earners.
Is William Wadsworth registered with the SEC?
Yes. William Wadsworth is registered as an investment adviser representative in NY (CRD 5621720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Woods Wealth Management manage?
North Woods Wealth Management reports $150.4M across 679 accounts in assets under management.
How do I contact William Wadsworth?
Through William's website, www.north-woods.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
- North Woods Wealth Management 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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