# William Warnke

> William Warnke is a fee-only financial advisor at Pavlic Investment Advisors in Delafield, Wisconsin, who holds the CFA credential. William charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Pavlic Investment Advisors
- **Based in:** Delafield, Wisconsin
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $108.8M across 195 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 4398470 (https://adviserinfo.sec.gov/individual/summary/4398470)
- **SEC registration:** Investment adviser representative in WI
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.pavlic.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Pavlic Investment Advisors 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.

### Where is William Warnke based?

William Warnke is based in Delafield, Wisconsin.

### What does William specialize in?

William's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does William Warnke hold?

William Warnke holds the CFA credential.

### Is William Warnke registered with the SEC?

Yes. William Warnke is registered as an investment adviser representative in WI (CRD 4398470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pavlic Investment Advisors manage?

Pavlic Investment Advisors reports $108.8M across 195 accounts in assets under management.

### How do I contact William Warnke?

Through William's website, www.pavlic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4398470): 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://pavlic.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.