W. C. Buckingham, CPA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and investment management to entities such as pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, and also delivers accounting and tax‑preparation services as part of its practice. It operates on a fee‑only basis and does not accept commission‑based product sales.
Its investment approach emphasizes strategic asset allocation with a core‑and‑satellite framework—using passive index and ETF core holdings supplemented by active funds, individual securities, and fixed‑income as appropriate—and portfolios are globally diversified. The firm offers ongoing advisory relationships as well as limited‑scope hourly and retainer engagements, and typically requires client approval for trades rather than exercising discretionary trading authority.
Notable distinctions for a firm in this category are its status as an accountancy firm offering pension consulting and tax preparation alongside advisory services, and its willingness to bill on an hourly or fixed‑fee basis in addition to asset‑based arrangements. It also discloses specific valuation practices and conflicts when recommending illiquid investments (private equity or debt), reflecting an accounting‑oriented approach to reporting and fee computation.
Client services
Expertise
Fee options
Retainer agreements and fixed fees based on estimated total time at $250 per hour, negotiable
$250,000 - $750,000: 1% $750,001 - $2,500,000: 0.90% $2,500,001 - $4,500,000: 0.80% $4,500,001+: 0.70%
Hourly rate for financial planning and advisory services is $250 per hour, negotiable, billed in 15-minute increments
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 charged when account falls below $100,000 Fee-only: Financial planning and advisory services charged hourly at $250 per hour, negotiable
Main office
Arroyo Grande CA
Advisors at this office
1
Most active in
California
Also doing business as
Buckingham, William Clear · W. C. Buckingham, Cpa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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