Valerie Williams
Sincerus Advisory · Fayetteville, Georgia
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.
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Facts
| Firm | Sincerus Advisory |
|---|---|
| Based in | Fayetteville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $222.0M across 582 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, NY · CRD 3130308 |
| Exams passed | Series 63 (2019) · Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sincerusadv.com |
How Valerie's firm compares
- Sincerus Advisory's average account is about $381,000, from its Form ADV (assets managed divided by 582 accounts).
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Questions about Valerie
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.
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
- 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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