Christian Williams
Driven Investments · Lehi, Utah
Christian Williams is a fee-only financial advisor at Driven Investments in Lehi, Utah. Christian focuses on retirement planning. Driven Investments reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Christian →
Specialties
Facts
| Firm | Driven Investments |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $239.2M across 1,978 accounts |
| SEC registration | Investment adviser representative in UT · CRD 6871979 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thedriveninvestments.com |
How Christian's firm compares
- Driven Investments's average account is about $121,000, from its Form ADV (assets managed divided by 1,978 accounts).
Request an introduction to Christian
Tell Christian a little about what you're looking for. Christian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christian
Is Christian Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christian holds no broker registration, and Driven Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christian charge for financial advice?
Christian's firm, Driven Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christian Williams based?
Christian Williams is based in Lehi, Utah.
What does Christian specialize in?
Christian's specialties include retirement planning.
Is Christian Williams registered with the SEC?
Yes. Christian Williams is registered as an investment adviser representative in UT (CRD 6871979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Driven Investments manage?
Driven Investments reports $239.2M across 1,978 accounts in assets under management.
How do I contact Christian Williams?
Through Christian's website, www.thedriveninvestments.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
- Driven Investments 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.
See something wrong? Request a correction. Read our methodology.