Abigail Nicole Williams
Advisor at Naviant Partners, LLC — Longview, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
4 years
Location
Longview, TX
Naviant Partners, LLC
Supported
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.
Based on Naviant Partners, LLC
Based on Naviant Partners, LLC
Wealth planning fixed fees up to $12,500; retirement plan advisory services may include an annual fixed fee.
Up to 1.50% annually (negotiable based on factors such as scope, complexity, asset level, and relationship)
Certain advisory persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees.
Wealth planning services hourly rates range from $200 to $250 per hour.
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.
Longview, TX
Longview TX
Advisors at this office
1
Texas
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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