# Jeffrey Williams

> Jeffrey Williams is a fee-only financial advisor at Fairscale Capital in Nashua, New Hampshire, who holds the CFP credential. Jeffrey focuses on divorce financial planning, estate & legacy planning and family wealth transfer. Fairscale Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-williams-2434533/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fairscale Capital
- **Based in:** Nashua, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $207.8M across 534 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning, Estate & legacy planning, Family wealth transfer, Retirement planning, Tax planning, Small business owners
- **Works with:** Ultra high net worth, Multi-generational families, Founders
- **CRD:** 2434533 (https://adviserinfo.sec.gov/individual/summary/2434533)
- **SEC registration:** Investment adviser representative in MA, ME, NH
- **Exams passed:** Series 63 (1994), Series 65 (2002)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.fairscalecapital.com/

## Frequently asked questions

### Is Jeffrey Williams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Fairscale Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Fairscale Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Williams based?

Jeffrey Williams is based in Nashua, New Hampshire.

### What does Jeffrey specialize in?

Jeffrey's specialties include divorce financial planning, estate & legacy planning, family wealth transfer, retirement planning, tax planning and small business owners. Jeffrey works with ultra high net worth, multi-generational families and founders.

### What credentials does Jeffrey Williams hold?

Jeffrey Williams holds the CFP credential.

### Is Jeffrey Williams registered with the SEC?

Yes. Jeffrey Williams is registered as an investment adviser representative in MA, ME and NH (CRD 2434533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fairscale Capital manage?

Fairscale Capital reports $207.8M across 534 accounts in assets under management.

### How do I contact Jeffrey Williams?

Through Jeffrey's website, www.fairscalecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2434533): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fairscalecapital.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.