Advisor at The Tempest Financial Group PLLC
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Firm
The Tempest Financial Group PLLC
Location
Fort Worth, TX
Credentials
Series 63, Series 65
Industry experience
13 years
Tempest Williams is the principal advisor at The Tempest Financial Group PLLC in Fort Worth, TX, with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Eagle Strategies (NY Life) from 2016 to 2019. Outside of financial advising, Williams owns and manages Storm Catering & Smoked Meats, a catering company specializing in smoked meats. She also serves as an officer of the Paul Laurence Dunbar Alumni Association, supporting her alma mater and local schools. The Tempest Financial Group provides comprehensive financial planning, insurance strategies, and consulting primarily through virtual engagements for individuals, high-net-worth households, and business owners. The firm emphasizes a planning-led approach and fundamental analysis to guide asset allocation and investment recommendations, offering services such as retirement and estate planning, tax planning, business succession, and educational seminars.
Based on The Tempest Financial Group PLLC
Based on The Tempest Financial Group PLLC
Commissions received from sale of insurance products (Life, Health, Disability, Medicare, Long Term Care, Annuities) through The Tempest Financial Group Insurance Agency.
Hourly rate of $150 for additional meetings or services beyond fixed fee plans.
Comprehensive plan subscription fee: $250 per month; Complex/High Net Worth subscription fee up to $1,000 per month; Business retainer starting at $2,000 per month.
Fee-only: Basic Financial Plan: $625 - $1,250; Comprehensive Plan: $1,300 - $2,500; Complex/High Net Worth Plan: $2,500 - $5,000; Additional time charged at $150/hour.
Fort Worth, TX
Texas
The Tempest Financial Group PLLC
2019 - Present (7 years)
Eagle Strategies (NY Life)
2016 - 2019 (3 years)
Storm Catering & Smoked Meats
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
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