A complete list of active advisors currently associated with William Horsfall and Associates

Warmer can help you find a great advisor at William Horsfall and Associates or one who fits your needs even better.

The firm provides financial planning and consulting to individuals and high‑net‑worth clients and refers those clients to third‑party money managers for discretionary portfolio management. It does not directly manage or custody client assets and reported no assets under management as of 12/31/2025. Rather than operating as an in‑house asset manager, the firm prepares written financial plans or financial consultations and helps clients identify and retain third‑party money managers, performing initial due diligence and periodic reviews of those managers’ reports. Its compensation approach includes hourly billing for planning engagements and ongoing referral payments from third‑party money managers rather than charging percentage‑of‑assets or performance‑based fees. Noteworthy features for a firm in this category include a formal selection and oversight process for other advisers, which the brochure emphasizes as part of its referral service, and a planning scope that covers specialized topics such as cost segregation studies, corporate‑structure advice, real‑estate analysis, and lines‑of‑credit evaluation. The firm also discloses that it does not offer wrap‑fee programs, does not accept custody or proxy voting authority, and focuses on planning and adviser referrals rather than direct portfolio management.

To learn more about the advisors currently working at William Horsfall and Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.