J.F. Williams Co., Inc. at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 142 individual clients, 50 of them high net worth.
- Its average account is about $574,000 (assets it manages divided by its 499 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | jfwco.com |
| [email protected] | |
| Phone | (303) 753-4506 |
Questions about J.F. Williams Co., Inc.
How much does J.F. Williams Co., Inc. charge?
J.F. Williams Co., Inc. publishes these prices: one-time plan: from $2,500. We found this on its website, checked October 28, 2026.
How is J.F. Williams Co., Inc. paid?
J.F. Williams Co., Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does J.F. Williams Co., Inc. have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at J.F. Williams Co., Inc., and 4 hold the CFP.
What is the average account at J.F. Williams Co., Inc.?
J.F. Williams Co., Inc.'s average account is about $574,000. That's the assets on its Form ADV divided by its 499 accounts.
What does J.F. Williams Co., Inc. specialize in?
J.F. Williams Co., Inc.'s advisors and website list retirement planning, tax planning and estate & legacy planning.
Is J.F. Williams Co., Inc. accepting new clients?
Yes, according to J.F. Williams Co., Inc.'s website, checked October 28, 2026.
Does J.F. Williams Co., Inc. work with clients virtually?
Yes. J.F. Williams Co., Inc.'s website says it works with clients virtually.
J.F. Williams Co., Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Your personalized financial plan: $2,500" source
"Your personalized financial plan: $2,500" source
"based on a percentage of your assets under management" source
"We bill a simple, one-time fee to help you start off on the right foot" source
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 | $286 million |
| Individual clients | 92 |
| High-net-worth clients | 50 |
| Accounts managed | 499 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-96243) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 113569 |