Samantha Williams
Resonant Capital Advisors · Madison, Wisconsin
Samantha Williams is a fee-only financial advisor at Resonant Capital Advisors in Madison, Wisconsin. Resonant Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Samantha →
Who they serve
- Multi-generational families
Facts
| Firm | Resonant Capital Advisors |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.96B across 2,816 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7966651 |
| Exams passed | Series 65 (2024) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.resonantcapital.com |
How Samantha's firm compares
- Resonant Capital Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,816 accounts).
Request an introduction to Samantha
Tell Samantha a little about what you're looking for. Samantha isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Samantha
Is Samantha Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and Resonant Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samantha charge for financial advice?
Samantha's firm, Resonant Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samantha Williams based?
Samantha Williams is based in Madison, Wisconsin.
Is Samantha Williams registered with the SEC?
Yes. Samantha Williams is registered as an investment adviser representative in WI (CRD 7966651), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Resonant Capital Advisors manage?
Resonant Capital Advisors reports $2.96B across 2,816 accounts in assets under management.
How do I contact Samantha Williams?
Through Samantha's website, www.resonantcapital.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
- Resonant Capital Advisors 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.
See something wrong? Request a correction. Read our methodology.