John Blalock
Blalock Williams · Alexander City, Alabama
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.
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Specialties
Facts
| Firm | Blalock Williams |
|---|---|
| Based in | Alexander City, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $242.6M across 724 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 5038926 |
| Exams passed | Series 63 (2005) · Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | blalockwilliams.com |
| Profile |
How John's firm compares
- Blalock Williams's average account is about $335,000, from its Form ADV (assets managed divided by 724 accounts).
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Questions about John
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.
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
- Blalock Williams 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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