Firm
Williams Financial, LLC
Saratoga Springs, New York
Fee-only
Williams Financial, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 261 individual clients, 63 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 837 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Saratoga Springs, New York |
|---|---|
| Website | williamsfinancial.net |
| [email protected] | |
| Phone | (866) 986-4469 |
Williams Financial, LLC fees
Williams Financial, LLC 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 | $210 million |
| Individual clients | 198 |
| High-net-worth clients | 63 |
| Accounts managed | 837 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-118678) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 137038 |