Firm
William Howard & Co. Financial Advisors
Memphis, Tennessee
Fee-only
William Howard & Co. Financial Advisors at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 10 employees and 167 individual clients, 73 of them high net worth.
- Its average account is about $630,000 (assets it manages divided by its 543 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Memphis, Tennessee |
|---|---|
| Website | whcfa.com |
| Phone | (901) 761-5068 |
William Howard & Co. Financial Advisors fees
William Howard & Co. Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $342 million |
| Individual clients | 94 |
| High-net-worth clients | 73 |
| Accounts managed | 543 |
| Employees | 10 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-31084) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 105959 |