Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Traci W

Series 65

Houston, TX

Wrwco, LLC

Traci Williams is a Series 65-licensed financial advisor with 21 years of industry experience. She has been with WRWCO, LLC since 2003. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across a client base of about 50–52 relationships. The firm employs a value-oriented, balanced investment approach emphasizing income with growth, with portfolios diversified across equities and fixed-income securities.

Wealth management
user avatar
firm logo

William W

Series 63, Series 66

Houston, TX

Wrwco, LLC

William Williams is a financial advisor at WRWCO, LLC in Houston, TX, holding Series 63 and 66 licenses with 34 years of industry experience. He has been with WRWCO, LLC since 2000 and previously worked at United Planners Financial Services and Tiger Investment Corporation. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, businesses, and organizations, focusing on value-oriented, balanced portfolios that emphasize regular and increasing cash payments alongside capital appreciation. The firm manages accounts primarily through Fidelity, employing diversification and complex operational features such as borrowing within separately managed accounts.

Wealth management
user avatar
firm logo

Paul W

Series 63, Series 65

Houston, TX

Wrwco, LLC

Paul Williams is a financial advisor at WRWCO, LLC with 23 years of industry experience. He has held his current role since 2020 and previously worked at United Planners Financial Services. Williams holds Series 63 and Series 65 designations. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across a small client base. The firm employs a value-oriented, balanced investment approach focused on income with growth, combining full discretionary authority with audit safeguards and client-aligned trading practices.

Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")