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Advisor

Britton Williams

Calamita Wealth Management · Raleigh, North Carolina

Britton Williams is a fee-only financial advisor at Calamita Wealth Management in Raleigh, North Carolina, who holds the CFP credential. Calamita Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Facts

FirmCalamita Wealth Management
Based in Raleigh, North Carolina
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$138.2M across 391 accounts
CredentialsCFP
SEC registration Investment adviser representative in NC · CRD 5869494
Exams passedSeries 65 (2010)
Firm size4 employees
Disclosures None reported
Websitecalamitaretirementreadiness.scoreapp.com

How Britton's firm compares

  • Calamita Wealth Management's average account is about $353,000, from its Form ADV (assets managed divided by 391 accounts).

What fee-only advisors charge in North Carolina

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Questions about Britton

Is Britton Williams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Britton holds no broker registration, and Calamita Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Britton charge for financial advice?

Britton's firm, Calamita Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Britton Williams based?

Britton Williams is based in Raleigh, North Carolina.

What credentials does Britton Williams hold?

Britton Williams holds the CFP credential.

Is Britton Williams registered with the SEC?

Yes. Britton Williams is registered as an investment adviser representative in NC (CRD 5869494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Calamita Wealth Management manage?

Calamita Wealth Management reports $138.2M across 391 accounts in assets under management.

How do I contact Britton Williams?

Through Britton's website, calamitaretirementreadiness.scoreapp.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
  • 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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