# William Wrenn

> William Wrenn is a fee-only financial advisor at Heisten Wrenn Private Wealth in Anchorage, Alaska. Heisten Wrenn Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Heisten Wrenn Private Wealth
- **Based in:** Anchorage, Alaska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $231.8M across 621 accounts
- **CRD:** 7195106 (https://adviserinfo.sec.gov/individual/summary/7195106)
- **SEC registration:** Investment adviser representative in AK, LA
- **Exams passed:** Series 66 (2020)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.heistenfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Heisten Wrenn Private Wealth 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, Heisten Wrenn Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Wrenn based?

William Wrenn is based in Anchorage, Alaska.

### Is William Wrenn registered with the SEC?

Yes. William Wrenn is registered as an investment adviser representative in AK and LA (CRD 7195106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heisten Wrenn Private Wealth manage?

Heisten Wrenn Private Wealth reports $231.8M across 621 accounts in assets under management.

### How do I contact William Wrenn?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7195106): 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

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