Matt Williams
Williams Financial Group · Mobile, Alabama
Matt Williams is a fee-only financial advisor at Williams Financial Group in Mobile, Alabama. Matt focuses on retirement planning and family wealth transfer. Williams Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Williams Financial Group |
|---|---|
| Based in | Mobile, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $354.8M across 358 accounts |
| SEC registration | Investment adviser representative in AL, LA, TX · CRD 5188305 |
| Exams passed | Series 63 (2007) · Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wfgplanning.com |
How Matt's firm compares
- Williams Financial Group's average account is about $991,000, from its Form ADV (assets managed divided by 358 accounts).
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Questions about Matt
Is Matt Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matt holds no broker registration, and Williams Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matt charge for financial advice?
Matt's firm, Williams Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matt Williams based?
Matt Williams is based in Mobile, Alabama.
What does Matt specialize in?
Matt's specialties include retirement planning and family wealth transfer.
Is Matt Williams registered with the SEC?
Yes. Matt Williams is registered as an investment adviser representative in AL, LA and TX (CRD 5188305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Williams Financial Group manage?
Williams Financial Group reports $354.8M across 358 accounts in assets under management.
How do I contact Matt Williams?
Through Matt's website, www.wfgplanning.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
- Williams Financial Group 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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