Keel Point
46yrs
Top advisor by experience in Huntsville
14yrs
William Smith
Full name on record: William Patrick Smith
Financial advisor at Smith Thornton Advisors
William Smith is a fiduciary financial advisor in Huntsville, Alabama, with 14 years in the industry. After eight years at Wells Fargo Advisors, William joined Smith Thornton Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Smith Thornton Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 347 advisors with offices in Huntsville, and one of 316 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office626 Clinton Avenue West Suite 100, Huntsville, AL 35801
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.15 million
Advisors at the firm7
States licensed ?2 states
Services through Smith Thornton Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowSmith Thornton Advisors, LLCCurrent firm
- 2013 – 2021
Questions to ask William
Tailored to William’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Smith Thornton Advisors at 256-715-7715 and ask for William Smith. William works from the Huntsville, AL office.
How long has William been a financial advisor?
William has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does William hold?
Series 66. 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?
Smith Thornton Advisors 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
Raymond James Financial Services Advisors
46yrs
Top 1% by experience in Alabama
IFG Advisory
44yrs
Top advisor by experience at IFG Advisory
Merrill Lynch, Pierce, Fenner & Smith
43yrs
Top 1% by experience in Huntsville
Franklin Street Capital
43yrs
Top 1% by experience in Huntsville
Osaic Wealth
42yrs
Top 2% by experience in Huntsville