Jeffrey Williams
Fairscale Capital · Nashua, New Hampshire
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Fairscale Capital |
|---|---|
| Based in | Nashua, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $207.8M across 534 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, ME, NH · CRD 2434533 |
| Exams passed | Series 63 (1994) · Series 65 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fairscalecapital.com |
| Profile |
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Questions about Jeffrey
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.
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
- Fairscale Capital 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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