William Walsh
Emissary Wealth · White Plain, New York
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.
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Specialties
Who they serve
- Retirees
- Real estate investors
- Early-career professionals
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 | $185.1M across 942 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 7730706 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | emissarywealth.com |
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Questions about William
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.
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
- Emissary Wealth 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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