WILLIAMS FINANCIAL PLANNING, INC.

Overview

Williams Financial Planning, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm’s client focus is individuals and families; core services are financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility for different client needs. Investment activity is centered on publicly traded pooled vehicles—mutual funds and other public funds make up the largest slice of managed assets—while the firm also allocates to third-party real estate managers and offers insurance-based products. The firm is not an ESG-focused allocator, does not position itself as a capital allocator, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices