Matthew Williams
Impact Advisors Group · Duxbury, Massachusetts
Matthew Williams is a fee-only financial advisor at Impact Advisors Group in Duxbury, Massachusetts, who holds the CFP credential. Impact Advisors Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Matthew →
Facts
| Firm | Impact Advisors Group |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $76.4M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 6109437 |
| Exams passed | Series 63 (2012) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.impactadvisorsgroup.com |
How Matthew's firm compares
- Impact Advisors Group's average account is about $780,000, from its Form ADV (assets managed divided by 98 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
Is Matthew Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Impact Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Impact Advisors Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Williams based?
Matthew Williams is based in Duxbury, Massachusetts.
What credentials does Matthew Williams hold?
Matthew Williams holds the CFP credential.
Is Matthew Williams registered with the SEC?
Yes. Matthew Williams is registered as an investment adviser representative in NJ and PA (CRD 6109437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Impact Advisors Group manage?
Impact Advisors Group reports $76.4M across 98 accounts in assets under management.
How do I contact Matthew Williams?
Through Matthew's website, www.impactadvisorsgroup.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.
See something wrong? Request a correction. Read our methodology.