Tabitha Williams
Reify Wealth Advisors · Indianapolis, Indiana
Tabitha Williams is a fee-only financial advisor at Reify Wealth Advisors in Indianapolis, Indiana. Tabitha charges hourly fees and a one-time planning fee (one-time plans from $3,000).
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Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Reify Wealth Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 |
| Accepting new clients | Yes |
| Assets under management | $524.4M across 877 accounts |
| SEC registration | Investment adviser representative in IN · CRD 5829071 |
| Exams passed | Series 63 (2016) · Series 65 (2020) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.reifywealthadvisors.com |
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Questions about Tabitha
Is Tabitha Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tabitha holds no broker registration, and Reify Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tabitha charge for financial advice?
Tabitha charges hourly fees and a one-time planning fee.
How much does Tabitha charge?
According to Reify Wealth Advisors's website, checked October 30, 2026: one-time plans from $3,000.
Where is Tabitha Williams based?
Tabitha Williams is based in Indianapolis, Indiana.
Is Tabitha Williams registered with the SEC?
Yes. Tabitha Williams is registered as an investment adviser representative in IN (CRD 5829071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reify Wealth Advisors manage?
Reify Wealth Advisors reports $524.4M across 877 accounts in assets under management.
How do I contact Tabitha Williams?
Through Tabitha's website, www.reifywealthadvisors.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
- Reify Wealth 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.
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