William Warnke
Pavlic Investment Advisors · Delafield, Wisconsin
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.
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Specialties
Facts
| Firm | Pavlic Investment Advisors |
|---|---|
| Based in | Delafield, Wisconsin |
| Fee model | Percentage of assets |
| Assets under management | $108.8M across 195 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 4398470 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pavlic.com |
How William's firm compares
- Pavlic Investment Advisors's average account is about $558,000, from its Form ADV (assets managed divided by 195 accounts).
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Questions about William
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.
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
- Pavlic Investment Advisors 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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