# Matt Williams, CFP®, RICP®, CExP®, Aep®

> Matt Williams, CFP®, RICP®, CExP®, Aep® is a fee-only financial advisor at Impact Advisors Group LLC in Warrington, Pennsylvania, who holds the CFP and RICP credentials. Matt Williams, CFP®, RICP®, CExP®, charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1.15% a year on the first tier of assets managed) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/matt-williams-cfp-ricp-cexp-aep/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Impact Advisors Group LLC
- **Based in:** Warrington, Pennsylvania
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1.15% a year on the first tier of assets managed
- **Assets under management (firm):** $76.4M across 98 accounts
- **Credentials:** CFP, RICP
- **Specialties:** Small business owners
- **Firm size:** 3 employees
- **Website:** http://impactadvisorsgroup.com

## Frequently asked questions

### Is Matt Williams, CFP®, RICP®, CExP®, Aep® a fee-only financial advisor?

Yes. Matt Williams, CFP®, RICP®, CExP®, Aep® is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Matt Williams, CFP®, RICP®, CExP®, charge for financial advice?

Matt Williams, CFP®, RICP®, CExP®, charges a percentage of assets and an ongoing planning fee.

### How much does Matt Williams, CFP®, RICP®, CExP®, charge?

According to Impact Advisors Group LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1.15% a year on the first tier of assets managed.

### Where is Matt Williams, CFP®, RICP®, CExP®, Aep® based?

Matt Williams, CFP®, RICP®, CExP®, Aep® is based in Warrington, Pennsylvania.

### What does Matt Williams, CFP®, RICP®, CExP®, specialize in?

Matt Williams, CFP®, RICP®, CExP®,'s specialties include small business owners.

### What credentials does Matt Williams, CFP®, RICP®, CExP®, Aep® hold?

Matt Williams, CFP®, RICP®, CExP®, Aep® holds the CFP and RICP credentials.

### How much does Impact Advisors Group LLC manage?

Impact Advisors Group LLC reports $76.4M across 98 accounts in assets under management.

### How do I contact Matt Williams, CFP®, RICP®, CExP®, Aep®?

Through Matt Williams, CFP®, RICP®, CExP®,'s website, impactadvisorsgroup.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/matt-williams-10992): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://impactadvisorsgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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