Williams Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,775,030
Clients
84
6% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
Very HighAverage account size
$354,465
About
Williams Financial Planning, Inc. provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, creating written Investment Policy Statements and delivering one‑time financial plans. The firm also offers periodic educational seminars and workshops to clients at no charge.
The firm tailors portfolios to client goals and risk tolerance, seeks discretionary authority to implement long‑term strategies, and employs a mix of fundamental analysis, modern portfolio theory and technical analysis. Investments are generally focused on mutual funds, ETFs (including precious‑metal ETFs), fixed income, structured notes, real estate funds, and insurance products such as annuities, with regular monitoring and quarterly reporting through the custodian.
A principal of the firm is a licensed insurance agent and may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also manages client assets internally without selecting third‑party advisers and highlights its provision of free educational workshops, both features that are less common among independent advisory firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Fee options
Financial planning fixed fees negotiated between $1,500 and $15,000
$0 - $25,000: 1.25% $25,001+: 1.00%
$150 per hour
Account minimum: $7,500
Main office location
Williams Financial Planning, Inc.
1617 Park Place, Ave #110 Wfp
Fort Worth TX 76110, United States
Number of offices
3
Most active in
Williams Financial Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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