Angela Williams
Wealthquest · Oak Brook, Illinois
Angela Williams is a fee-only financial advisor at Wealthquest in Oak Brook, Illinois, who holds the CFP credential. Angela focuses on tax planning and estate & legacy planning. Wealthquest reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealthquest |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.22B across 5,241 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5250377 |
| Exams passed | Series 63 (2007) · Series 66 (2009) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.wqcorp.com |
How Angela's firm compares
- Wealthquest's average account is about $424,000, from its Form ADV (assets managed divided by 5,241 accounts).
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Questions about Angela
Is Angela Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and Wealthquest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angela charge for financial advice?
Angela's firm, Wealthquest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Angela Williams based?
Angela Williams is based in Oak Brook, Illinois.
What does Angela specialize in?
Angela's specialties include tax planning and estate & legacy planning.
What credentials does Angela Williams hold?
Angela Williams holds the CFP credential.
Is Angela Williams registered with the SEC?
Yes. Angela Williams is registered as an investment adviser representative in IL (CRD 5250377), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthquest manage?
Wealthquest reports $2.22B across 5,241 accounts in assets under management.
How do I contact Angela Williams?
Through Angela's website, www.wqcorp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wealthquest website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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