# William Walsh

> William Walsh is a fee-only financial advisor at Emissary Wealth in White Plain, New York. William charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on small business owners, real estate investors and retirement planning.

Page: https://find.wellspent.co/advisors/william-walsh-7730706/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Emissary Wealth
- **Based in:** White Plain, New York
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $185.1M across 942 accounts
- **Specialties:** Small business owners, Real estate investors, Retirement planning, Equity compensation
- **Works with:** Retirees, Real estate investors, Early-career professionals
- **CRD:** 7730706 (https://adviserinfo.sec.gov/individual/summary/7730706)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://emissarywealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Emissary 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 charges a percentage of assets and an ongoing planning fee.

### How much does William charge?

According to Emissary Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is William Walsh based?

William Walsh is based in White Plain, New York.

### What does William specialize in?

William's specialties include small business owners, real estate investors, retirement planning and equity compensation. William works with retirees, real estate investors and early-career professionals.

### Is William Walsh registered with the SEC?

Yes. William Walsh is registered as an investment adviser representative in NJ and NY (CRD 7730706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Emissary Wealth manage?

Emissary Wealth reports $185.1M across 942 accounts in assets under management.

### How do I contact William Walsh?

Through William's website, emissarywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7730706): 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
- The firm's website (https://emissarywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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