# Aubrey Williams

> Aubrey Williams is a fee-only financial advisor at Open Path Financial, LLC in Santa Barbara, California, who holds the MS and MBA credentials. Aubrey charges hourly fees ($425 an hour) and focuses on retirement planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/aubrey-williams/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Open Path Financial, LLC
- **Based in:** Santa Barbara, California
- **Fee model:** Hourly
- **Fees (Advice-Only Network profile):** $425 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** MS, MBA
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **CRD:** 7859155 (https://adviserinfo.sec.gov/individual/summary/7859155)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://openpath.financial

## About

Aubrey Williams started Open Path Financial to be the financial advisor Aubrey needed but could not find. Aubrey holds a master's degree from MIT and an MBA, and is part of both the Financial Independence/Retire Early (FI/RE) community and the ADHD and neurodivergent community.

Aubrey helps clients put the tools of financial independence to work and begin living their FI life now, whether they are just starting out, getting close or already past the leap and wondering how far they can go. The firm is fee-only, advice-only and fiduciary at all times, and works on an hourly model so clients pay only for the advice they need, with no asset management fees, retainers or payments from financial products.

## Frequently asked questions

### Is Aubrey Williams a fee-only financial advisor?

Yes. Aubrey Williams is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Aubrey's firm.

### How does Aubrey charge for financial advice?

Aubrey charges hourly fees.

### Does Aubrey work with clients virtually?

Yes. Aubrey's Advice-Only Network profile says they meet with clients virtually and in person.

### Where is Aubrey Williams based?

Aubrey Williams is based in Santa Barbara, California.

### What does Aubrey specialize in?

Aubrey's specialties include retirement planning, tax planning and small business owners.

### What credentials does Aubrey Williams hold?

Aubrey Williams holds the MS and MBA credentials.

### Is Aubrey Williams registered with the SEC?

Yes. Aubrey Williams is registered as an investment adviser representative in CA (CRD 7859155), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Aubrey Williams?

Through Aubrey's website, openpath.financial.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/aubreyopenpathfinancial): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.