Matthew Williamson
11 Financial · Lufkin, Texas
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | 11 Financial |
|---|---|
| Based in | Lufkin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $36.8M across 232 accounts |
| SEC registration | Investment adviser representative in AL, CA, TX · CRD 6840541 |
| Exams passed | Series 65 (2017) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | choose11.com |
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Questions about Matthew
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.
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
- 11 Financial 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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