Robert Williams
Poinciana Advisors Group · Palm Beach Gardens, Florida
Robert Williams is a fee-only financial advisor at Poinciana Advisors Group in Palm Beach Gardens, Florida. Robert focuses on tax planning, estate & legacy planning and retirement planning. Poinciana Advisors Group reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Poinciana Advisors Group |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $396.0M across 309 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8301109 |
| Exams passed | Series 63 (2026) · Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.poincianagroup.com |
| Profile |
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Questions about Robert
Is Robert Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Poinciana Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Poinciana Advisors Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Williams based?
Robert Williams is based in Palm Beach Gardens, Florida.
What does Robert specialize in?
Robert's specialties include tax planning, estate & legacy planning and retirement planning. Robert works with physicians.
Is Robert Williams registered with the SEC?
Yes. Robert Williams is registered as an investment adviser representative in FL (CRD 8301109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Poinciana Advisors Group manage?
Poinciana Advisors Group reports $396.0M across 309 accounts in assets under management.
How do I contact Robert Williams?
Through Robert's website, www.poincianagroup.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
- Poinciana Advisors Group 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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