J.F. Williams Co., Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$282,192,814
Clients
142
Advisors
4
across 2 offices
About
J.F. Williams Co., Inc. provides financial planning and investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and does not accept commissions or sell insurance or commissioned financial products.
The firm implements a tailored investment policy statement for every client and uses broadly diversified mutual funds and ETFs to align portfolios with each client’s risk/return profile, providing quarterly performance reports and at least an annual review. Uncommonly for a team firm, J.F. Williams manages 100% of client assets on a non-discretionary basis—transactions are cleared with clients before trades are placed.
J.F. Williams begins client relationships through ongoing investment management rather than one-time plans and centralizes custody on the Schwab Institutional platform for trade execution and operational support. The advisory team includes multiple CFP® practitioners and places explicit emphasis on understanding clients’ life transitions and behavioral drivers as part of the planning and IPS process.
Client services
Expertise
Fee options
$1,000 for Investment Policy Statement; $2,500 for Financial Plan
$0 - $100,000: 1.00% $100,001 - $250,000: 0.90% $250,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.70% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $7,500,000: 0.40% $7,500,001 - $10,000,000: 0.30% $10,000,001+: 0.20%
$200 per hour for advisor/planner, $100 per hour for associate planner, $25 per hour for administrative assistant
Fee-only: Financial planning flat fees: $1,000 for Investment Policy Statement; $2,500 for Financial Plan; hourly rates: $200/hr for advisor/planner, $100/hr for associate planner, $25/hr for administrative assistant
Main office
See office1120 Lincoln Street, Suite 1603
Denver CO 80203
Advisors at this office
3
Offices (2)
Most active in
Colorado · Louisiana · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Juan G
Series 63, Series 66
Denver, CO
J.F. Williams Co., Inc.
Juan Guevara is a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado, with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.F. Williams Co., Inc. since 2016. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement for each client and focuses on strategic asset allocation with primarily no-load mutual funds and ETFs, managing assets on a non-discretionary basis with client approval for all trades.
Adam V
CFP®, Series 65
Denver, CO
J.F. Williams Co., Inc.
Adam Van Wert is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with J.F. Williams Co., Inc. since 2019 and previously worked at IWP Wealth Management, First National Bank of Colorado, and Colorado State University. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, trusts, charitable organizations, and small businesses. The firm employs tailored investment policy statements using broadly diversified mutual funds and ETFs, managing all client assets on a non-discretionary basis with an emphasis on understanding clients’ life transitions and behavioral factors.
Matthew E
CFP®, Series 65
Denver, CO
J.F. Williams Co., Inc.
Matthew Elliott is a CFP® with 20 years of industry experience and has been with J.F. Williams Co., Inc. in Denver, CO since 2008. He holds the Series 65 designation and is part of a four-advisor team. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement process focused on strategic asset allocation, diversification, and low trading activity, managing approximately $251.5 million non-discretionarily for about 142 clients as of year-end 2024.
Holly P
CFP®, Series 65
Denver, CO
J.F. Williams Co., Inc.
Holly Pickens is a CFP® professional at J.F. Williams Co., Inc. in Denver, CO, with three years of industry experience. Her background includes roles at several organizations, including Essential Investment Partners and Northwestern Mutual. Outside of finance, she has been involved with multiple athletic programs and cheer companies. J.F. Williams Co., Inc. provides fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses, managing client assets on a non-discretionary basis and emphasizing tailored investment strategies aligned with clients’ risk profiles.
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