Brad Williams
WS Wealth Management · Sandpoint, Idaho
Brad Williams is a fee-only financial advisor at WS Wealth Management in Sandpoint, Idaho, who holds the PFS credential. Brad focuses on small business owners, founders (pre-exit) and estate & legacy planning. WS Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | WS Wealth Management |
|---|---|
| Based in | Sandpoint, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $120.7M across 271 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in ID · CRD 5280450 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wswealthmanagementllc.com |
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Questions about Brad
Is Brad Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and WS Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brad charge for financial advice?
Brad's firm, WS Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brad Williams based?
Brad Williams is based in Sandpoint, Idaho.
What does Brad specialize in?
Brad's specialties include small business owners, founders (pre-exit), estate & legacy planning, tax planning, retirement planning and family wealth transfer. Brad works with founders, retirees, pre-retirees and multi-generational families.
What credentials does Brad Williams hold?
Brad Williams holds the PFS credential.
Is Brad Williams registered with the SEC?
Yes. Brad Williams is registered as an investment adviser representative in ID (CRD 5280450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WS Wealth Management manage?
WS Wealth Management reports $120.7M across 271 accounts in assets under management.
How do I contact Brad Williams?
Through Brad's website, www.wswealthmanagementllc.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
- WS Wealth Management 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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