# William Wieters

> William Wieters is a fee-only financial advisor at Colonial Trust Company in Charleston, South Carolina. William focuses on family wealth transfer. Colonial Trust Company reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Colonial Trust Company
- **Based in:** Charleston, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.85B across 2,093 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4730546 (https://adviserinfo.sec.gov/individual/summary/4730546)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 65 (2019), Series 66 (2004)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** http://www.colonialtrust.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Colonial Trust Company 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, Colonial Trust Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is William Wieters based?

William Wieters is based in Charleston, South Carolina.

### What does William specialize in?

William's specialties include family wealth transfer. William works with multi-generational families.

### Is William Wieters registered with the SEC?

Yes. William Wieters is registered as an investment adviser representative in SC (CRD 4730546), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Colonial Trust Company manage?

Colonial Trust Company reports $1.85B across 2,093 accounts in assets under management.

### How do I contact William Wieters?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4730546): 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://colonialtrust.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.