# John Blalock

> John Blalock is a fee-only financial advisor at Blalock Williams in Alexander City, Alabama, who holds the CFP credential. John focuses on estate & legacy planning, tax planning and family wealth transfer. Blalock Williams reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Blalock Williams
- **Based in:** Alexander City, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $242.6M across 724 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 5038926 (https://adviserinfo.sec.gov/individual/summary/5038926)
- **SEC registration:** Investment adviser representative in AL, TX
- **Exams passed:** Series 63 (2005), Series 66 (2006)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://blalockwilliams.com

## Frequently asked questions

### Is John Blalock a fee-only financial advisor?

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

### How does John charge for financial advice?

John's firm, Blalock Williams, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Blalock based?

John Blalock is based in Alexander City, Alabama.

### What does John specialize in?

John's specialties include estate & legacy planning, tax planning and family wealth transfer.

### What credentials does John Blalock hold?

John Blalock holds the CFP credential.

### Is John Blalock registered with the SEC?

Yes. John Blalock is registered as an investment adviser representative in AL and TX (CRD 5038926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blalock Williams manage?

Blalock Williams reports $242.6M across 724 accounts in assets under management.

### How do I contact John Blalock?

Through John's website, blalockwilliams.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5038926): 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://blalockwilliams.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.