William Wallace
Basepoint Wealth · Cedar Rapids, Iowa
William Wallace is a fee-only financial advisor at Basepoint Wealth in Cedar Rapids, Iowa, who holds the CFP, PFS and CFA credentials. Basepoint Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Basepoint Wealth |
|---|---|
| Based in | Cedar Rapids, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $883.8M across 3,715 accounts |
| Credentials | CFP · PFS · CFA |
| SEC registration | Investment adviser representative in IA · CRD 4233166 |
| Exams passed | Series 66 (2000) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | basepointwealththepoint.buzzsprout.com |
How William's firm compares
- Basepoint Wealth's average account is about $238,000, from its Form ADV (assets managed divided by 3,715 accounts).
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Questions about William
Is William Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Basepoint Wealth 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, Basepoint Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is William Wallace based?
William Wallace is based in Cedar Rapids, Iowa.
What credentials does William Wallace hold?
William Wallace holds the CFP, PFS and CFA credentials.
Is William Wallace registered with the SEC?
Yes. William Wallace is registered as an investment adviser representative in IA (CRD 4233166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Basepoint Wealth manage?
Basepoint Wealth reports $883.8M across 3,715 accounts in assets under management.
How do I contact William Wallace?
Through William's website, basepointwealththepoint.buzzsprout.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
- 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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