Antoine Williams
Antoine Williams & Associates Wealth Management · Shelburne, Vermont
Antoine Williams is a fee-only financial advisor at Antoine Williams & Associates Wealth Management in Shelburne, Vermont. Antoine Williams & Associates Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Antoine Williams & Associates Wealth Management |
|---|---|
| Based in | Shelburne, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $318.9M across 993 accounts |
| SEC registration | Investment adviser representative in TX, VT · CRD 2072136 |
| Exams passed | Series 63 (1999) · Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.antoinewilliamsandassoc.com |
| Profile |
How Antoine's firm compares
- Antoine Williams & Associates Wealth Management's average account is about $321,000, from its Form ADV (assets managed divided by 993 accounts).
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Questions about Antoine
Is Antoine Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Antoine holds no broker registration, and Antoine Williams & Associates Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Antoine charge for financial advice?
Antoine's firm, Antoine Williams & Associates Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Antoine Williams based?
Antoine Williams is based in Shelburne, Vermont.
Is Antoine Williams registered with the SEC?
Yes. Antoine Williams is registered as an investment adviser representative in TX and VT (CRD 2072136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Antoine Williams & Associates Wealth Management manage?
Antoine Williams & Associates Wealth Management reports $318.9M across 993 accounts in assets under management.
How do I contact Antoine Williams?
Through Antoine's website, www.antoinewilliamsandassoc.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
- 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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