Joseph Williams
Coquina Private Wealth Advisors · Boca Raton, Florida
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.
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Who they serve
- Retirees
- Pre-retirees
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 | $417.6M across 1,519 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, TX · CRD 467975 |
| Exams passed | Series 63 (1981) · Series 65 (1996) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.coquinaprivatewealth.com |
How Joseph's firm compares
- Coquina Private Wealth Advisors's average account is about $275,000, from its Form ADV (assets managed divided by 1,519 accounts).
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Questions about Joseph
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.
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
- Coquina Private Wealth Advisors 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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