Aubrey Williams
Hourly, advice-only planning for FI/RE clients with ADHD or neurodivergence, whether just starting out, close to FI or already there.
Open Path Financial, LLC · Santa Barbara, California
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.
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Specialties
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.
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, and meets in person |
| Accepting new clients | Yes |
| Credentials | MS · MBA |
| SEC registration | Investment adviser representative in CA · CRD 7859155 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | openpath.financial |
How Aubrey's firm compares
- The hourly rate is $425, above the California median of $300 for fee-only firms that publish prices.
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Questions about Aubrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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