# Valerie Williams

> Valerie Williams is a fee-only financial advisor at Sincerus Advisory in Fayetteville, Georgia, who holds the CFP credential. Sincerus Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/valerie-williams/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sincerus Advisory
- **Based in:** Fayetteville, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $222.0M across 582 accounts
- **Credentials:** CFP
- **CRD:** 3130308 (https://adviserinfo.sec.gov/individual/summary/3130308)
- **SEC registration:** Investment adviser representative in GA, NY
- **Exams passed:** Series 63 (2019), Series 65 (2020)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://sincerusadv.com/

## Frequently asked questions

### Is Valerie Williams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Valerie holds no broker registration, and Sincerus Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Valerie charge for financial advice?

Valerie's firm, Sincerus Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Valerie Williams based?

Valerie Williams is based in Fayetteville, Georgia.

### What credentials does Valerie Williams hold?

Valerie Williams holds the CFP credential.

### Is Valerie Williams registered with the SEC?

Yes. Valerie Williams is registered as an investment adviser representative in GA and NY (CRD 3130308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sincerus Advisory manage?

Sincerus Advisory reports $222.0M across 582 accounts in assets under management.

### How do I contact Valerie Williams?

Through Valerie's website, sincerusadv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3130308): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.