Commonwealth Financial Network
33yrs
Top 5% by experience in Mill Creek
43yrs
William McElroy has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Mill Creek, Washington. After a year at Guardian Plus RS and a year at Guardian Plus Management, William joined Guardian Plus in 2005, a firm offering investment management and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 42 advisors with offices in Mill Creek, and one of 41 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Mill Creek
OfficeMill Creek, WA
FirmGuardian Plus
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$525,729
States licensed ?1 state
Services through Guardian Plus
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement 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.
Career
- Apr 2015 – Oct 2016Guardian Plus RSPreviously
- Jan 2013 – Jun 2014Guardian Plus Management LLCPreviously
- 2005 – nowGuardian Plus Inc.Current firm
- 1992 – 2005Guardian Capital Inc.Previously
Contact William
(425) 483-2169Guardian Plus main office Mill Creek, WAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- 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 Guardian Plus at (425) 483-2169 and ask for William McElroy. William works from the Mill Creek, WA office.
How long has William been a financial advisor?
William has been in the industry since 1983, about 43 years. Top advisor by experience in Mill Creek.
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?
Guardian Plus 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.
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