Brian Williams
Northshire Consulting · Southington, Connecticut
Brian Williams is a fee-only financial advisor at Northshire Consulting in Southington, Connecticut. Brian charges an ongoing planning fee and a percentage of assets (ongoing planning from $360 a year and 0.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
- Retirees
- Pre-retirees
Facts
| Firm | Northshire Consulting |
|---|---|
| Based in | Southington, Connecticut |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $360 a year · 0.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $15.5M across 88 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4231425 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.northshireconsulting.com |
| Profile |
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Questions about Brian
Is Brian Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Northshire Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges an ongoing planning fee and a percentage of assets.
How much does Brian charge?
According to Northshire Consulting's website, checked October 30, 2026: ongoing planning from $360 a year; 0.5% a year on the first tier of assets managed.
Where is Brian Williams based?
Brian Williams is based in Southington, Connecticut.
What does Brian specialize in?
Brian's specialties include retirement planning, tax planning and estate & legacy planning. Brian works with early-career professionals, retirees and pre-retirees.
Is Brian Williams registered with the SEC?
Yes. Brian Williams is registered as an investment adviser representative in CT (CRD 4231425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northshire Consulting manage?
Northshire Consulting reports $15.5M across 88 accounts in assets under management.
How do I contact Brian Williams?
Through Brian's website, www.northshireconsulting.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
- Northshire Consulting 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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