Cole Williams
Vessel Financial Planning · Plano, Texas
Cole Williams is a fee-only financial advisor at Vessel Financial Planning in Plano, Texas, who holds the BFA, CFP and CIMA credentials. Cole charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,500 a year and one-time plans from $1,000) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- High earners
- Tech employees
- Early-career professionals
Facts
| Firm | Vessel Financial Planning |
|---|---|
| Based in | Plano, Texas |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year · One-time plans from $1,000 · 0.95% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Credentials | BFA · CFP · CIMA |
| SEC registration | Investment adviser representative in TX · CRD 6743119 |
| Exams passed | Series 65 (2017) · Series 63 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | vesselplanning.com |
| Profile |
How Cole's firm compares
- Ongoing planning starts at $2,500 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the Texas median of $1,575 for fee-only firms that publish prices.
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Questions about Cole
Is Cole Williams a fee-only financial advisor?
Yes. Cole Williams is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cole's firm.
How does Cole charge for financial advice?
Cole charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Cole charge?
According to Vessel Financial Planning's website, checked October 28, 2026: ongoing planning from $2,500 a year; one-time plans from $1,000; 0.95% a year on the first tier of assets managed.
Where is Cole Williams based?
Cole Williams is based in Plano, Texas.
What does Cole specialize in?
Cole's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Cole works with high earners, tech employees and early-career professionals.
What credentials does Cole Williams hold?
Cole Williams holds the BFA, CFP and CIMA credentials.
Is Cole Williams registered with the SEC?
Yes. Cole Williams is registered as an investment adviser representative in TX (CRD 6743119), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Cole Williams?
Through Cole's website, vesselplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Vessel Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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