# Matthew Williamson

> Matthew Williamson is a fee-only financial advisor at 11 Financial in Lufkin, Texas. Matthew focuses on founders (pre-exit), small business owners and tax planning. 11 Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-williamson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 11 Financial
- **Based in:** Lufkin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.8M across 232 accounts
- **Specialties:** Founders (pre-exit), Small business owners, Tax planning, Estate & legacy planning, Sustainable & impact investing
- **Works with:** Founders
- **CRD:** 6840541 (https://adviserinfo.sec.gov/individual/summary/6840541)
- **SEC registration:** Investment adviser representative in AL, CA, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://choose11.com/

## Frequently asked questions

### Is Matthew Williamson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and 11 Financial 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, 11 Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Williamson based?

Matthew Williamson is based in Lufkin, Texas.

### What does Matthew specialize in?

Matthew's specialties include founders (pre-exit), small business owners, tax planning, estate & legacy planning and sustainable & impact investing. Matthew works with founders.

### Is Matthew Williamson registered with the SEC?

Yes. Matthew Williamson is registered as an investment adviser representative in AL, CA and TX (CRD 6840541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does 11 Financial manage?

11 Financial reports $36.8M across 232 accounts in assets under management.

### How do I contact Matthew Williamson?

Through Matthew's website, choose11.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6840541): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://choose11.com/): specialties, clients served, and fees, checked October 30, 2026

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