William Walsh
Quantum Leap Capital · South Burlington, Vermont
William Walsh is a fee-only financial advisor at Quantum Leap Capital in South Burlington, Vermont, who holds the CFP credential. William charges a percentage of assets and a flat fee or retainer and focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | Quantum Leap Capital |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model | Percentage of assets · Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $120.5M across 575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VT · CRD 3049060 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.quantumleapcapital.com |
| Profile |
How William's firm compares
- Quantum Leap Capital's average account is about $210,000, from its Form ADV (assets managed divided by 575 accounts).
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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 Quantum Leap Capital 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 a flat fee or retainer.
Does William work with clients virtually?
Yes. Quantum Leap Capital says on its website that it works with clients remotely.
Where is William Walsh based?
William Walsh is based in South Burlington, Vermont.
What does William specialize in?
William's specialties include retirement planning and small business owners.
What credentials does William Walsh hold?
William Walsh holds the CFP credential.
Is William Walsh registered with the SEC?
Yes. William Walsh is registered as an investment adviser representative in TX and VT (CRD 3049060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Quantum Leap Capital manage?
Quantum Leap Capital reports $120.5M across 575 accounts in assets under management.
How do I contact William Walsh?
Through William's website, www.quantumleapcapital.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
- Quantum Leap Capital 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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