# Joseph Williams

> Joseph Williams is a fee-only financial advisor at Coquina Private Wealth Advisors in Boca Raton, Florida, who holds the CFP and ChFC credentials. Coquina Private Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-williams-467975/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Coquina Private Wealth Advisors
- **Based in:** Boca Raton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $417.6M across 1,519 accounts
- **Credentials:** CFP, ChFC
- **Works with:** Retirees, Pre-retirees
- **CRD:** 467975 (https://adviserinfo.sec.gov/individual/summary/467975)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1981), Series 65 (1996)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.coquinaprivatewealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Coquina Private Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Coquina Private Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Williams based?

Joseph Williams is based in Boca Raton, Florida.

### What credentials does Joseph Williams hold?

Joseph Williams holds the CFP and ChFC credentials.

### Is Joseph Williams registered with the SEC?

Yes. Joseph Williams is registered as an investment adviser representative in FL and TX (CRD 467975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Coquina Private Wealth Advisors manage?

Coquina Private Wealth Advisors reports $417.6M across 1,519 accounts in assets under management.

### How do I contact Joseph Williams?

Through Joseph's website, www.coquinaprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/467975): 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://www.coquinaprivatewealth.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.