# John Williams

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

Page: https://find.wellspent.co/advisors/john-williams-7245735/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WealthCrossing
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.54B across 1,318 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees, Multi-generational families
- **CRD:** 7245735 (https://adviserinfo.sec.gov/individual/summary/7245735)
- **SEC registration:** Investment adviser representative in TX, VA
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.wealth-crossing.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and WealthCrossing 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, WealthCrossing, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Williams based?

John Williams is based in Richmond, Virginia.

### What does John specialize in?

John's specialties include estate & legacy planning, tax planning and family wealth transfer. John works with pre-retirees, retirees and multi-generational families.

### What credentials does John Williams hold?

John Williams holds the CFP credential.

### Is John Williams registered with the SEC?

Yes. John Williams is registered as an investment adviser representative in TX and VA (CRD 7245735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WealthCrossing manage?

WealthCrossing reports $1.54B across 1,318 accounts in assets under management.

### How do I contact John Williams?

Through John's website, www.wealth-crossing.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7245735): 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://wealth-crossing.com/): specialties, clients served, and fees, checked October 30, 2026

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