William Ward
Ward & Associates · San Diego, California
William Ward is a fee-only financial advisor at Ward & Associates in San Diego, California. Ward & Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Ward & Associates |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $187.2M across 55 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4366801 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wardinvest.com |
How William's firm compares
- Ward & Associates's average account is about $3.4 million, from its Form ADV (assets managed divided by 55 accounts).
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Questions about William
Is William Ward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Ward & Associates 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, Ward & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Ward based?
William Ward is based in San Diego, California.
Is William Ward registered with the SEC?
Yes. William Ward is registered as an investment adviser representative in CA (CRD 4366801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ward & Associates manage?
Ward & Associates reports $187.2M across 55 accounts in assets under management.
How do I contact William Ward?
Through William's website, www.wardinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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
- Ward & Associates 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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