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Advisor

Louis Williams

Cahaba Wealth Management · Nashville, Tennessee

Louis Williams is a fee-only financial advisor at Cahaba Wealth Management in Nashville, Tennessee, who holds the CFP credential. Cahaba Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Facts

FirmCahaba Wealth Management
Based in Nashville, Tennessee
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$2.06B across 888 accounts
CredentialsCFP
SEC registration Investment adviser representative in AL, GA, TN, TX · CRD 6938988
Exams passedSeries 65 (2018)
Firm size23 employees
Disclosures None reported
Websitewww.cahabawealth.com

How Louis's firm compares

  • Cahaba Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 888 accounts).

What fee-only advisors charge in Tennessee

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Questions about Louis

Is Louis Williams a fee-only financial advisor?

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

How does Louis charge for financial advice?

Louis's firm, Cahaba Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Louis Williams based?

Louis Williams is based in Nashville, Tennessee.

What credentials does Louis Williams hold?

Louis Williams holds the CFP credential.

Is Louis Williams registered with the SEC?

Yes. Louis Williams is registered as an investment adviser representative in AL, GA, TN and TX (CRD 6938988), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Cahaba Wealth Management manage?

Cahaba Wealth Management reports $2.06B across 888 accounts in assets under management.

How do I contact Louis Williams?

Through Louis's website, www.cahabawealth.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
  • 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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