William Woodson
Cynosure Portfolio Advisors · Salt Lake City, Utah
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.
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Who they serve
- Ultra high net worth
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 | $5.8M across 48 accounts |
| SEC registration | Investment adviser representative in FL, UT · CRD 1529221 |
| Exams passed | Series 63 (2002) · Series 65 (1995) · Series 66 (2022) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | cynosureportfolioadvisors.com |
How William's firm compares
- Cynosure Portfolio Advisors's average account is about $120,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about William
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.
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
- Cynosure Portfolio 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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