William’s Approach
William O. Hocutt
CFP®, CPA, MAcc
Financial Advisor / Member Owner
Overview
William Hocutt serves as a financial advisor in Savant’s Birmingham, Alabama, office, where he helps individuals and families navigate comprehensive financial planning. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), he guides clients through wealth transfer, philanthropy strategy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance reviews, debt management, and education funding.
William has worked in the financial services industry for more than 25 years. He served as a partner with Bridgeworth until it joined Savant in 2023. He’s a member of the Financial Planning Association of North Alabama, the American Institute of Certified Public Accountants, and the Alabama Society of Certified Public Accountants. He also completed the G2 Leadership Institute program in 2022.
He graduated cum laude from the University of Alabama with a bachelor’s degree in commerce and business administration and later earned a Master of Accountancy (MAcc) at the university.
Originally from Tuscaloosa, William lives in Vestavia Hills with his wife, Aubrey, and their three children, John Harris, Thomas, and Vivi. They are active members of Vestavia Hills Methodist Church. When he’s not advising clients or cheering on his kids at their activities, William enjoys playing tennis, cooking outdoors, and catching live music.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Alabama
Bachelor of Science in Commerce and Business Administration, cum laude
Master of Accountancy (MAcc)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
- MAcc
Affiliations
- Financial Planning Association of North Alabama – member
- American Institute of Certified Public Accountants (AICPA) – member
- Alabama Society of Certified Public Accountants – member
- G2 Leadership Institute
- Vestavia Hills Methodist Church – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Retirement Planning with a Purpose Video from Savant Wealth Management
Watch the video "Retirement Planning with a Purpose" to learn expert strategies on retirement. Get practical tips from…
Your Retirement Paycheck: Four Steps to Help Build a Smart Withdrawal Plan
Learn four smart steps to build a tax-efficient retirement withdrawal plan to help your savings last longer.
All Insights by William O. Hocutt
2 insights
Retirement Planning with a Purpose Video from Savant Wealth Management
Watch the video "Retirement Planning with a Purpose" to learn expert strategies on retirement. Get practical tips from…
Your Retirement Paycheck: Four Steps to Help Build a Smart Withdrawal Plan
Learn four smart steps to build a tax-efficient retirement withdrawal plan to help your savings last longer.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.