# William Woodson

> William Woodson is a fee-only financial advisor at Cynosure Portfolio Advisors in Salt Lake City, Utah. Cynosure Portfolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cynosure Portfolio Advisors
- **Based in:** Salt Lake City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.8M across 48 accounts
- **Works with:** Ultra high net worth
- **CRD:** 1529221 (https://adviserinfo.sec.gov/individual/summary/1529221)
- **SEC registration:** Investment adviser representative in FL, UT
- **Exams passed:** Series 63 (2002), Series 65 (1995), Series 66 (2022)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://cynosureportfolioadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Cynosure Portfolio 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's firm, Cynosure Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Woodson based?

William Woodson is based in Salt Lake City, Utah.

### Is William Woodson registered with the SEC?

Yes. William Woodson is registered as an investment adviser representative in FL and UT (CRD 1529221), 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 Cynosure Portfolio Advisors manage?

Cynosure Portfolio Advisors reports $5.8M across 48 accounts in assets under management.

### How do I contact William Woodson?

Through William's website, cynosureportfolioadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1529221): 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://cynosureportfolioadvisors.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.