Advisor at Naviant Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Naviant Partners, LLC
Location
Longview, TX
Credentials
CFP®, Series 65
Industry experience
3 years
Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.
Based on Naviant Partners, LLC
Based on Naviant Partners, LLC
Wealth planning fixed fees up to $12,500; retirement plan advisory services may include an annual fixed fee.
Up to 1.50% annually (negotiable based on factors such as scope, complexity, asset level, and relationship)
Certain advisory persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees.
Wealth planning services hourly rates range from $200 to $250 per hour.
Fee-only: Investment management fees charged as a percentage of assets under management; wealth planning fees charged as hourly or fixed fees; retirement plan advisory fees charged as asset-based or fixed fees.
Longview, TX
Texas
Naviant Partners, LLC
2026 - Present (1 year)
Stone Oak Wealth Management, LLC
2022 - 2026 (4 years)
CapFinancial Partners, LLC
2021 - 2022 (1 year)
Covenant Multi-Family Offices LLC
2019 - 2021 (2 years)
Reliance Bank Limited
2018 - 2019 (1 year)
Texas A&M University
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Overton, TX
Pistol Hill Capital
CFP®, EA, RICP®
Longview, TX
Belonging Wealth Management
I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.
CFP®, Series 66
Austin, TX
Lake Hills Wealth Management, LLC
CFP®
Longview, TX
Belonging Wealth Management
We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.
Series 66
Longview, TX
Rose Wealth, LLC
CFP®, Series 66
Longview, TX
Rose Wealth, LLC
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