# WD Financial Solutions

> WD Financial Solutions is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 314504
- Filed as: WD FINANCIAL SOLUTIONS
- Legal name: Wealth Development Financial Solutions, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314504
- AdvisorCensus page: https://advisorcensus.com/firm/wd-financial-solutions-314504

## Quick answers

**How is WD Financial Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), WD Financial Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is WD Financial Solutions registered with the SEC or a state?**
WD Financial Solutions is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314504.

**How much does WD Financial Solutions manage?**
WD Financial Solutions reports $193,326 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does WD Financial Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314504

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $193,326
- Discretionary: $193,326
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $193,326 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wdfinancialsolutions.com
- Facebook @BillFields2PlanYourGoals
- LinkedIn @william-fields-jr-97830730

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WD Financial Solutions (CRD 314504): Form ADV filing data as of October 2026.