Kevin Williams
Full Life Financial Planning · Pembroke, Massachusetts
Kevin Williams is a fee-only financial advisor at Full Life Financial Planning in Pembroke, Massachusetts, who holds the CFP credential. Full Life Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Full Life Financial Planning |
|---|---|
| Based in | Pembroke, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $22.4M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5652915 |
| Exams passed | Series 65 (2009) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kevin's firm compares
- Full Life Financial Planning's average account is about $799,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Kevin
Is Kevin Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Full Life Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Full Life Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Williams based?
Kevin Williams is based in Pembroke, Massachusetts.
What credentials does Kevin Williams hold?
Kevin Williams holds the CFP credential.
Is Kevin Williams registered with the SEC?
Yes. Kevin Williams is registered as an investment adviser representative in MA (CRD 5652915), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Full Life Financial Planning manage?
Full Life Financial Planning reports $22.4M across 28 accounts in assets under management.
How do I contact Kevin Williams?
Contact details aren't on file yet. Search for Full Life Financial Planning.
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
- 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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