Zachary Williams
Three Phases Wealth Advisors · Indian Trail, North Carolina
Zachary Williams is a fee-only financial advisor at Three Phases Wealth Advisors in Indian Trail, North Carolina. Zachary charges an ongoing planning fee and a percentage of assets (ongoing planning from $2,000 a year and 1% a year on the first tier of assets managed).
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Facts
| Firm | Three Phases Wealth Advisors |
|---|---|
| Based in | Indian Trail, North Carolina |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in NE, UT · CRD 8194012 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.threephaseswealthadvisors.com |
How Zachary's firm compares
- Ongoing planning starts at $2,000 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
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Questions about Zachary
Is Zachary Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Three Phases Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary charges an ongoing planning fee and a percentage of assets.
How much does Zachary charge?
According to Three Phases Wealth Advisors's website, checked October 30, 2026: ongoing planning from $2,000 a year; 1% a year on the first tier of assets managed.
Where is Zachary Williams based?
Zachary Williams is based in Indian Trail, North Carolina.
Is Zachary Williams registered with the SEC?
Yes. Zachary Williams is registered as an investment adviser representative in NE and UT (CRD 8194012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Zachary Williams?
Through Zachary's website, www.threephaseswealthadvisors.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
- Three Phases 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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