Brandon Williams
Integrated Planning · Aiken, South Carolina
Brandon Williams is a fee-only financial advisor at Integrated Planning in Aiken, South Carolina. Integrated Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Integrated Planning |
|---|---|
| Based in | Aiken, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $76.7M across 262 accounts |
| SEC registration | Investment adviser representative in SC · CRD 6713265 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Brandon's firm compares
- Integrated Planning's average account is about $293,000, from its Form ADV (assets managed divided by 262 accounts).
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Questions about Brandon
Is Brandon Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Integrated Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Integrated Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Williams based?
Brandon Williams is based in Aiken, South Carolina.
Is Brandon Williams registered with the SEC?
Yes. Brandon Williams is registered as an investment adviser representative in SC (CRD 6713265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrated Planning manage?
Integrated Planning reports $76.7M across 262 accounts in assets under management.
How do I contact Brandon Williams?
Contact details aren't on file yet. Search for Integrated Planning.
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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