Firm
Antoine Williams & Associates Wealth Management
Shelburne, Vermont
Fee-only
Antoine Williams & Associates Wealth Management at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 324 individual clients, 91 of them high net worth.
- Its average account is about $321,000 (assets it manages divided by its 993 accounts).
Facts
| Based in | Shelburne, Vermont |
|---|---|
| Website | antoinewilliamsandassoc.com |
| Phone | (802) 985-8808 |
Antoine Williams & Associates Wealth Management fees
Antoine Williams & Associates Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $319 million |
| Individual clients | 233 |
| High-net-worth clients | 91 |
| Accounts managed | 993 |
| Employees | 3 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-120352) |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 312253 |