# Michael Williams

> Michael Williams is a fee-only financial advisor at Altius Financial in Westcliffe, Colorado, who holds the CFP credential. Altius Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-williams/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Altius Financial
- **Based in:** Westcliffe, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $212.2M across 557 accounts
- **Credentials:** CFP
- **CRD:** 1352136 (https://adviserinfo.sec.gov/individual/summary/1352136)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (1994)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.altiusfinancial.com

## Frequently asked questions

### Is Michael Williams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Altius Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

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

### Where is Michael Williams based?

Michael Williams is based in Westcliffe, Colorado.

### What credentials does Michael Williams hold?

Michael Williams holds the CFP credential.

### Is Michael Williams registered with the SEC?

Yes. Michael Williams is registered as an investment adviser representative in CO and TX (CRD 1352136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altius Financial manage?

Altius Financial reports $212.2M across 557 accounts in assets under management.

### How do I contact Michael Williams?

Through Michael's website, www.altiusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1352136): 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

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