Stephanie Williams
TFR Capital · Plano, Texas
Stephanie Williams is a fee-only financial advisor at TFR Capital in Plano, Texas, who holds the CFA credential. TFR Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TFR Capital |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $403.1M across 839 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 3261413 |
| Exams passed | Series 63 (2000) · Series 66 (2005) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | tfr-inc.com |
| Profile |
How Stephanie's firm compares
- TFR Capital's average account is about $481,000, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Stephanie
Is Stephanie Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and TFR Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, TFR Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Williams based?
Stephanie Williams is based in Plano, Texas.
What credentials does Stephanie Williams hold?
Stephanie Williams holds the CFA credential.
Is Stephanie Williams registered with the SEC?
Yes. Stephanie Williams is registered as an investment adviser representative in TX (CRD 3261413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TFR Capital manage?
TFR Capital reports $403.1M across 839 accounts in assets under management.
How do I contact Stephanie Williams?
Through Stephanie's website, tfr-inc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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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