William Welborn
Hoskins Financial · Nashville, Tennessee
William Welborn is a fee-only financial advisor at Hoskins Financial in Nashville, Tennessee, who holds the CFP credential. William charges a percentage of assets and hourly fees (no asset minimum) and focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | Hoskins Financial |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | No asset minimum |
| Assets under management | $10.1M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 4095150 |
| Exams passed | Series 63 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hoskinsfinancialllc.com |
| Profile |
How William's firm compares
- Hoskins Financial's average account is about $191,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about William
Is William Welborn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Hoskins Financial 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 hourly fees.
How much does William charge?
According to Hoskins Financial's website, checked October 30, 2026: no asset minimum.
Where is William Welborn based?
William Welborn is based in Nashville, Tennessee.
What does William specialize in?
William's specialties include retirement planning and small business owners.
What credentials does William Welborn hold?
William Welborn holds the CFP credential.
Is William Welborn registered with the SEC?
Yes. William Welborn is registered as an investment adviser representative in TN (CRD 4095150), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hoskins Financial manage?
Hoskins Financial reports $10.1M across 53 accounts in assets under management.
How do I contact William Welborn?
Through William's website, hoskinsfinancialllc.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
- Hoskins Financial 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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