Williams Wealth Management Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$159,584,835
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
473
13% 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
473
Very HighAverage account size
$337,389
About
Williams Wealth Management Group provides investment advisory and planning services to individuals as well as institutional and organizational clients, including pension and profit sharing plans, trusts, estates, charitable organizations, foundations, endowments, corporations, and other business entities. Its service offerings include integrated wealth management, investment portfolio management, personal financial planning and consulting, and business solutions such as Integrated 401(k) design and retirement plan consulting.
The firm operates from a proprietary Williams Wealth 360 process to tailor financial plans and portfolios, offering both discretionary and non-discretionary management, model portfolios and access to third‑party money managers; integrated engagements include coordinated consulting with attorneys, accountants, insurance and real estate professionals and regular monitoring and rebalancing with periodic client reviews. Clients receive online account access and scheduled reviews (quarterly for wealth management clients, at least annually for portfolio management clients) as part of ongoing oversight.
Several features distinguish the firm from many independent solo advisers: it is under common control with FiduciaryShield, LLC, which provides pension administration and consulting and supports the firm’s ERISA 3(21)/3(38) retirement plan services and pension consulting. The adviser group also includes licensed insurance agents who may sell commission‑based insurance products, serves charitable and other institutional clients, and manages an unusually large client base for a single‑advisor practice (473 clients and approximately $161 million in discretionary AUM).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business sale tax planning
Key person insurance & risk mitigation
Occupation focus
Founder/Business Owner
Executive
Fee options
Minimum $2,500 fixed fee for Financial Planning and Consulting; minimum $2,500 fixed fee for Business Planning and Consulting; minimum $1,000 annual retainer for ongoing planning or consulting
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable
Commission-based compensation earned by licensed insurance agents for insurance product sales, separate from advisory fees
$250 per hour for Personal Financial Planning and Consulting and Business Planning and Consulting
Annual retainer fees for ongoing financial planning and business consulting services, minimum $1,000 payable in advance
Account minimum: $250,000 Minimum fee: $3,000 minimum annual fee for Integrated Wealth Management; $1,500 minimum annual fee for ERISA 3(21) portfolio management; $3,000 minimum annual fee for Integrated 401(k) services; $2,500 minimum fixed fee for Personal Financial Planning and Consulting; $2,500 minimum fee for Business Planning and Consulting; $1,000 minimum annual retainer for ongoing financial planning; $1,000 minimum annual retainer for ongoing business consulting Fee-only: Advisory fees based on asset management; hourly fees ($250/hour); fixed fees ($2,500 minimum for planning and consulting); retainer fees (minimum $1,000 annually)
Main office location
Williams Wealth Management Group, Inc.
2328 Manatee Avenue West
Bradenton FL 34205, United States
Number of offices
1
Most active in
Williams Wealth Management Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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