# William Washburn

> William Washburn is a fee-only financial advisor at Clarity Financial Organization in Boonville, Indiana, who holds the CFP credential. Clarity Financial Organization reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/william-washburn/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Clarity Financial Organization
- **Based in:** Boonville, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $26.0M across 102 accounts
- **Credentials:** CFP
- **CRD:** 2599590 (https://adviserinfo.sec.gov/individual/summary/2599590)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (1995), Series 65 (2022)
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Clarity Financial Organization 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, Clarity Financial Organization, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Washburn based?

William Washburn is based in Boonville, Indiana.

### What credentials does William Washburn hold?

William Washburn holds the CFP credential.

### Is William Washburn registered with the SEC?

Yes. William Washburn is registered as an investment adviser representative in IN (CRD 2599590), 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 Clarity Financial Organization manage?

Clarity Financial Organization reports $26.0M across 102 accounts in assets under management.

### How do I contact William Washburn?

Contact details aren't on file yet. Search for Clarity Financial Organization.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2599590): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.