Fredric Williams
OLD Port Advisors · Portland, Maine
Fredric Williams is a fee-only financial advisor at OLD Port Advisors in Portland, Maine. OLD Port Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Fredric →
Facts
| Firm | OLD Port Advisors |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $782.8M across 2,245 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 712536 |
| Exams passed | Series 63 (1981) · Series 65 (1992) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.oldportadvisors.com |
| Profile |
How Fredric's firm compares
- OLD Port Advisors's average account is about $349,000, from its Form ADV (assets managed divided by 2,245 accounts).
Request an introduction to Fredric
Tell Fredric a little about what you're looking for. Fredric 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 Fredric
Is Fredric Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fredric holds no broker registration, and OLD Port Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fredric charge for financial advice?
Fredric's firm, OLD Port Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Fredric Williams based?
Fredric Williams is based in Portland, Maine.
Is Fredric Williams registered with the SEC?
Yes. Fredric Williams is registered as an investment adviser representative in ME and TX (CRD 712536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does OLD Port Advisors manage?
OLD Port Advisors reports $782.8M across 2,245 accounts in assets under management.
How do I contact Fredric Williams?
Through Fredric's website, www.oldportadvisors.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.
See something wrong? Request a correction. Read our methodology.