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Abigail Nicole Williams

Advisor at Naviant Partners, LLC — Longview, TX

Updated today

Credentials

CFP®, Series 65

Experience

4 years

Location

Longview, TX

Naviant Partners, LLC logo

Naviant Partners, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

65 High

Avg AUM per client

$1,344,867 High

HNW client ratio

44% High

About

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Client services

Based on Naviant Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Naviant Partners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

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Fee options

Fixed

Wealth planning fixed fees up to $12,500; retirement plan advisory services may include an annual fixed fee.

Percentage

Up to 1.50% annually (negotiable based on factors such as scope, complexity, asset level, and relationship)

Commissions

Certain advisory persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees.

Project-based

Wealth planning services hourly rates range from $200 to $250 per hour.

Other

Fee-only: Investment management fees charged as a percentage of assets under management; wealth planning fees charged as hourly or fixed fees; retirement plan advisory fees charged as asset-based or fixed fees.

Location

See office

Longview, TX

Longview TX

Advisors at this office

1

Most active in

Texas

Work history

4 years of industry experience

Naviant Partners, LLC

2026 - Present • 1 year

Longview, TX

Stone Oak Wealth Management, LLC

2022 - 2026 • 4 years

San Antonio, TX

CapFinancial Partners, LLC

2021 - 2022 • 1 year

Raleigh, NC

Covenant Multi-Family Offices LLC

2019 - 2021 • 2 years

San Antonio, TX

Reliance Bank Limited

2018 - 2019 • 1 year

State College, PA

Texas A&M University

2014 - 2018 • 4 years

College Station, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John R

Series 65

Longview, TX

1 Timothy 6 V 7 LLC

John Reed is a financial advisor with 4 years of industry experience and holds a Series 65 credential. He is the principal of 1 Timothy 6 V 7 LLC, an independent advisory firm. Outside of his advisory work, Reed is also a teacher at Henderson High School in Texas. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Tucker K

Series 65

Overton, TX

Pistol Hill Capital

Tucker Konczak is a financial advisor at Pistol Hill Capital with one year of industry experience. He holds a Series 65 designation and has worked at Galeforce Capital Management and e360 Power. Outside of advising, he served as a junior analyst at e360 Power. Pistol Hill Capital is a small, independent registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary asset management and guidance across various asset classes, employing both fundamental and technical analysis with a focus on long-term strategies tailored to each client's needs.

Real estate investing

Brandon R

CFP®, EA, RICP®

Longview, TX

Belonging Wealth Management

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)
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Andrew A

Series 66

Longview, TX

Rose Wealth, LLC

Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary management. The firm emphasizes strategic asset allocation and uses third-party money managers and model portfolios, performing due diligence and ongoing supervision of sub-advisors.

Annuities
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Sean G

CFP®, Series 66

Longview, TX

Rose Wealth, LLC

Sean Green is a CFP® with 12 years of industry experience, currently serving as an advisor at Rose Wealth, LLC. He previously worked for Lonestar Registered Investment Advisors, PLLC for nine years and is also the managing member and attorney at Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary investment management to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and uses external platforms and selected account managers to implement portfolios, while performing due diligence and ongoing supervision of sub-advisors.

Annuities
user avatar

Grant J

Series 66

Longview, TX

Rose Wealth, LLC

Grant Jordy is a financial advisor at Rose Wealth, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. Jordy is also licensed as an insurance agent and sells various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, focusing on strategic asset allocation and using third-party money managers and model portfolios.

Annuities
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