ChooseAFinancialAdvisor.com
Advisors / Georgia / Augusta
26yrs

William Fair

Financial advisor at AP Wealth Management

William Fair has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Augusta, Georgia. After four years at Augusta Capital Management and five years at Augusta Capital Investors, William joined AP Wealth Management in 2011, a firm offering financial planning, investment management, and selecting outside investment managers. William holds the CFP® designation.

One of 182 advisors with offices in Augusta, and one of 167 fiduciaries.

Augusta, GA 30909CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office1100 Frazier Drive, Augusta, GA 30909
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.22 million
Advisors at the firm5
States licensed ?1 state

Services through AP Wealth Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2014 – 2018
    Augusta Capital Management, LLCPreviously
  2. 2014 – 2019
    Augusta Capital Investors, LLCPreviously
  3. 2011 – now
  4. Mar 2009 – Jul 2010
  5. 2005 – 2009
  6. 2002 – 2005

Questions to ask William

Tailored to William’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About William

How do I contact William?

Call AP Wealth Management at (706) 364-4281 and ask for William Fair. William works from the Augusta, GA office.

How long has William been a financial advisor?

William has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.

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?

AP Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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.

Other advisors nearby

Wells Fargo Advisors
46yrs
Thomas Plowden
Financial advisor
1 10th St Suite 450 Augusta Riverfront Center
Augusta, GA 30901
Top advisor by experience in Augusta
Fiduciary
Call Directions
MML Investors Services
43yrs
Gary Jones
Financial advisor
211 Pleasant Home Road Suite E-2
Augusta, GA 30907
Top 1% by experience at MML Investors Services
PlanningInvesting
Call Directions
Park Avenue Securities
43yrs
Hubert Cooke
Financial advisor
3 George C. Wilson Court
Augusta, GA 30909
Top 1% by experience at Park Avenue Securities
PlanningInvesting
Call Directions
Janney Montgomery Scott
42yrs
Charles May
Financial advisor
3531 Walton Way Extension Suite B
Augusta, GA 30909
Top 2% by experience in Augusta
Fiduciary
Call Directions
Cetera Investment Advisers
42yrs
Charles Lanier
Financial advisor
3638 Walton Way Ext. Suite 300
Augusta, GA 30909
Top 3% by experience in Augusta
CFP®ChFCFiduciary
Call Directions
RBC Capital Markets
41yrs
Norman Schaffer
Financial advisor
Enterprise Mill 1450 Greene Street, Suite 501
Augusta, GA 30901
Top 3% by experience in Augusta
Fiduciary
Call Directions

See all advisors near Augusta