William Waldrip
TwinFocus · Boston, Massachusetts
William Waldrip is a fee-only financial advisor at TwinFocus in Boston, Massachusetts. William focuses on family wealth transfer and real estate investors. TwinFocus reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | TwinFocus |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $4.58B across 77 accounts |
| SEC registration | Investment adviser representative in MA · CRD 8341932 |
| Exams passed | Series 65 (2026) |
| Firm size | 37 employees |
| Disclosures | None reported |
| Website | www.twinfocus.com |
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Questions about William
Is William Waldrip a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and TwinFocus 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, TwinFocus, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is William Waldrip based?
William Waldrip is based in Boston, Massachusetts.
What does William specialize in?
William's specialties include family wealth transfer and real estate investors. William works with founders, executives, ultra high net worth and multi-generational families.
Is William Waldrip registered with the SEC?
Yes. William Waldrip is registered as an investment adviser representative in MA (CRD 8341932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TwinFocus manage?
TwinFocus reports $4.58B across 77 accounts in assets under management.
How do I contact William Waldrip?
Through William's website, www.twinfocus.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
- TwinFocus 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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