David Williams
Multnomah Group · Port Orchard, Washington
David Williams is a fee-only financial advisor at Multnomah Group in Port Orchard, Washington, who holds the CFA credential. David focuses on retirement planning. Multnomah Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Multnomah Group |
|---|---|
| Based in | Port Orchard, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.67B across 374 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 4029605 |
| Exams passed | Series 66 (1999) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.multnomahgroup.com |
| Profile |
How David's firm compares
- Multnomah Group's average account is about $7.1 million, from its Form ADV (assets managed divided by 374 accounts).
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Questions about David
Is David Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Multnomah Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Multnomah Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Williams based?
David Williams is based in Port Orchard, Washington.
What does David specialize in?
David's specialties include retirement planning. David works with retirees and pre-retirees.
What credentials does David Williams hold?
David Williams holds the CFA credential.
Is David Williams registered with the SEC?
Yes. David Williams is registered as an investment adviser representative in WA (CRD 4029605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Multnomah Group manage?
Multnomah Group reports $2.67B across 374 accounts in assets under management.
How do I contact David Williams?
Through David's website, www.multnomahgroup.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
- Multnomah Group 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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