William Mack & Associates Inc

William Mack & Associates Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Troy, Michigan. On its latest Form ADV, filed August 25, 2026, it reports $1.0B in regulatory assets under management, 952 individual clients and 10 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	107377 · SEC file 801-42259
Office	1301 W. Long Lake RD., Suite 115 Troy, MI 48098
Phone	(248) 643-4310
Website	www.wmack.com
Regulatory assets under management	$1.0B ($1.0B discretionary)
Individual clients	692 non-high-net-worth, 260 high-net-worth
Financial planning clients	More than 500
How it charges	Percentage of assets, Hourly
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	22
Disciplinary disclosures	None reported
Latest Form ADV filing	August 25, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Troy

• Spectrum Financial Resources $235M
• Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L $513M
• Vertrix Wealth Management, LLC $343M
• J2 Capital Management, Inc. $196M
• Baron Wealth Management, LLC $847M
• Wittenberg Investments Inc. $89M

See all 21 fee-only advisers in Troy →

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