Edward Williams
Boldin · Mill Valley, California
Edward Williams is a fee-only financial advisor at Boldin in Mill Valley, California, who holds the CFP credential. Edward charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.
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Specialties
Facts
| Firm | Boldin |
|---|---|
| Based in | Mill Valley, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $168 a year · One-time plans from $3,200 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 4465340 |
| Exams passed | Series 63 (2002) · Series 65 (2016) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.boldin.com |
How Edward's firm compares
- Ongoing planning starts at $168 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, above the California median of $2,500 for fee-only firms that publish prices.
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Questions about Edward
Is Edward Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Boldin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward charges a flat fee or retainer and an ongoing planning fee.
How much does Edward charge?
According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.
Where is Edward Williams based?
Edward Williams is based in Mill Valley, California.
What does Edward specialize in?
Edward's specialties include flat-fee planning and retirement planning.
What credentials does Edward Williams hold?
Edward Williams holds the CFP credential.
Is Edward Williams registered with the SEC?
Yes. Edward Williams is registered as an investment adviser representative in PA and TX (CRD 4465340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Edward Williams?
Through Edward's website, www.boldin.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
- Boldin 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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