Michael Williams
Altius Financial · Westcliffe, Colorado
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.
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Facts
| Firm | Altius Financial |
|---|---|
| Based in | Westcliffe, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $212.2M across 557 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 1352136 |
| Exams passed | Series 63 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.altiusfinancial.com |
| Profile |
How Michael's firm compares
- Altius Financial's average account is about $381,000, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Michael
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.
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.
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