Advisor at Full Life Financial Planning
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
Full Life Financial Planning
Location
Pembroke, MA
Credentials
CFP®, Series 65, Series 66
Industry experience
10 years
Kevin Williams is a CFP® professional with 10 years of industry experience, currently operating as the sole advisor at Full Life Financial Planning in Pembroke, MA. His prior experience includes roles at Lincoln Investment and Damon & Associates, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning offers wealth management, comprehensive financial planning, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm employs a fee-only model and integrates passive and active investment strategies aligned with client objectives, providing personalized service with a focus on tax-aware financial planning.
Based on Full Life Financial Planning
Based on Full Life Financial Planning
Based on Full Life Financial Planning
Fixed fees range from $500 to $5,000 for Limited Scope Financial Planning and Tax Preparation services
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
Hourly rates up to $225 for Limited Scope Financial Planning; up to $160 for Tax Preparation and bookkeeping services
Ongoing Financial Planning fees range from $500 to $5,000 per quarter, paid quarterly in arrears
Minimum fee: Minimum annual fee of $3,000 for Wealth Management Services (Empower Program); minimum one-time $500 initial plan fee and minimum $500 per quarter for ongoing Financial Planning (Elevate Program); minimum fixed fee of $500 for Limited Scope Financial Planning (Explore Program) Fee-only: Fee-only firm; no commissions or sales-related compensation received
Pembroke, MA
Massachusetts
Full Life Financial Planning
2020 - Present (6 years)
self-employed
2019 - 2021 (2 years)
W.H. Cornerstone Investments Inc.
2019 - 2019 (1 year)
Powder Point Wealth Management, LLC (registered under Lincoln In
2015 - 2019 (4 years)
Damon Diodati, Inc. (formerly Damon & Associates, Inc.)
2015 - 2019 (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.
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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