# Meredith Nowell

> Meredith Nowell is a fee-only financial advisor at Williams Financial Group in Mobile, Alabama. Meredith 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.

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

## Facts

- **Firm:** Williams Financial Group
- **Based in:** Mobile, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $354.8M across 358 accounts
- **Specialties:** Retirement planning, Family wealth transfer
- **CRD:** 8331475 (https://adviserinfo.sec.gov/individual/summary/8331475)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.wfgplanning.com

## Frequently asked questions

### Is Meredith Nowell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Meredith 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 Meredith charge for financial advice?

Meredith's firm, Williams Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Meredith Nowell based?

Meredith Nowell is based in Mobile, Alabama.

### What does Meredith specialize in?

Meredith's specialties include retirement planning and family wealth transfer.

### Is Meredith Nowell registered with the SEC?

Yes. Meredith Nowell is registered as an investment adviser representative in AL (CRD 8331475), 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 Meredith Nowell?

Through Meredith's website, www.wfgplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8331475): 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://wfgplanning.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.