Seia
43yrs
Top advisor by experience at Seia
33yrs
William Schellenberg
Full name on record: William A Schellenberg
Financial advisor at Sanctuary Advisors
Based in Aliso Viejo, California, William Schellenberg is a fiduciary financial advisor with 33 years of industry experience. William has been with Sanctuary Advisors since 2022; before that, William spent 25 years at Merrill. Sanctuary Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 126 advisors with offices in Aliso Viejo, and one of 115 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in California
Office30 Enterprise Dr Suite 100, Aliso Viejo, CA 92656
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.62 million
Advisors at the firm400
States licensed ?1 state
Services through Sanctuary Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowSanctuary Advisors, LLCCurrent firm
- 1997 – 2022MerrillPreviously
Contact William
(317) 975-7729Firm headquarters in Miami, FL. Ask for William. 30 Enterprise Dr Suite 100Aliso Viejo, CA 92656Office · Get directions LinkedIn pageSanctuary Advisors
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About William
How do I contact William?
Call Sanctuary Advisors at (317) 975-7729 and ask for William Schellenberg. William works from the Aliso Viejo, CA office.
How long has William been a financial advisor?
William has been in the industry since 1993, about 33 years. Top 11% by experience in California.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Sanctuary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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