# Bill FEW Associates, Inc.

> Bill FEW Associates, Inc. is an SEC-registered investment advisory firm in Sewickley, PA, registered since 1987, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 133561
- Filed as: BILL FEW ASSOCIATES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sewickley, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133561
- AdvisorCensus page: https://advisorcensus.com/firm/bill-few-associates-inc-sewickley-pa-133561

## Quick answers

**How is Bill FEW Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bill FEW Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bill FEW Associates, Inc. charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $500 to $5,000 (Financial Planning); Hourly rate: $200 to $300 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bill FEW Associates, Inc. located?**
Bill FEW Associates, Inc.'s principal office is in Sewickley, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Bill FEW Associates, Inc. registered with the SEC or a state?**
Bill FEW Associates, Inc. is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 133561.

**How much does Bill FEW Associates, Inc. manage?**
Bill FEW Associates, Inc. reports $2,723,175,464 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (78% discretionary).

**How have Bill FEW Associates, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Bill FEW Associates, Inc.: Regulatory assets under management: $1,307,546,129 in the October 2021 data and $2,723,175,464 in the October 2026 data, up 108%. Total employees: 29 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bill FEW Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,871); high net worth individuals (83); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Bill FEW Associates, Inc. use?**
Bill FEW Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Bill FEW Associates, Inc. report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133561

**What changed in Bill FEW Associates, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $500 to $5,000 (Financial Planning)

> Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $5,000, depending on the specific arrangement reached with the client.

- Hourly rate: $200 to $300 an hour (Consulting Services)

> Our Consulting Services fees are calculated and charged on an hourly basis, ranging from $200 to $300 per hour. An estimate for the total hours is determined at the start of the advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,723,175,464
- Discretionary: $2,136,754,998
- Non-discretionary: $586,420,466

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,871 | $1,992,212,608 |
| High net worth individuals | 83 | $691,776,738 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $34,171,402 |
| Charitable organizations | 5 | $5,014,716 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1987 (39 years)
- Employees: 31 total, 29 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133561

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Pittsburgh, PA
- Sewickley, PA

### Websites listed on Form ADV (Item 1.I)
- billfew.com
- g.co/kgs/Gb9vTYt
- g.co/kgs/Rn7Kc5r
- LinkedIn @bill-few-associates

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,307,546,129 | 29 | July 29, 2021 |
| October 2022 | $1,702,572,192 | 30 | March 21, 2022 |
| October 2023 | $1,776,443,221 | 30 | May 22, 2023 |
| October 2024 | $2,125,447,761 | 31 | June 3, 2024 |
| October 2025 | $2,642,969,998 | 31 | March 31, 2025 |
| October 2026 | $2,723,175,464 | 31 | March 31, 2026 |

Regulatory assets under management: $1,307,546,129 in the October 2021 data and $2,723,175,464 in the October 2026 data, up 108%.
Total employees: 29 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bill FEW Associates, Inc. (CRD 133561): Form ADV filing data as of October 2026.