WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
SEC RegisteredYour Future, Our Commitment- Timeless
About the firm
Established in 1984, William Howard & Co. is an independent, fee-only financial planning and investment advisory firm providing services tailored to individuals, professionals, business owners, and retirees across the United States. With a commitment to facilitating comprehensive financial planning, our mission is guided by prudence, objectivity, and a client-centric approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advisory services and investment advisory services, including tailored financial strategies, retirement planning, and comprehensive management of financial needs
Who they serve
Individuals, professionals, business owners, and retirees across the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 94 | $34M |
| High Net Worth Individuals | 73 | $308M |
| Charitable Organizations | 9 | $773k |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0–$249,999 | 1.95% |
| $250,000–$499,999 | 1.75% |
| $500,000–$749,999 | 1.50% |
| $750,000–$999,999 | 1.25% |
| $1,000,000–$1,999,999 | 1.00% |
| $2,000,000–$2,999,999 | 0.80% |
| $3,000,000–$3,999,999 | 0.65% |
| $4,000,000–$7,999,999 | 0.50% |
| $8,000,000–$9,999,999 | 0.40% |
| $10,000,000+ | 0.35% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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