Firm
Williams Wealth Management
Hopkinton, Massachusetts
Fee-only
Facts
| Based in | Hopkinton, Massachusetts |
|---|---|
| Website | wwmanage.com |
| Phone | (617) 459-3634 |
Williams Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.65% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$0-$100,000 1.65%" source
"Our primary compensation is a portfolio management fee (a percentage of the accounts we manage for you)." source
"we offer a separate monthly subscription service" 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 · Fixed fees |
|---|---|
| Assets managed | $26 million |
| Individual clients | 50 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 309307 |