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Williams Financial Group

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Client assets under management

$343,346,753

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Clients

585

28% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

293

Very High

Average account size

$586,918

About

Williams Financial Group serves individual clients — including high‑net‑worth households — as well as small businesses, trusts and estates. The firm provides discretionary and non‑discretionary portfolio management, selection of sub‑advisers, financial planning and consulting services covering retirement, business succession, charitable, special‑needs, estate and education planning.

WFG implements strategies using equities, ETFs, bonds, options and mutual funds, applying a blend of technical and fundamental analysis and employing both long‑ and short‑term positions. The firm describes a systematic approach intended to participate in market upside while attempting to avoid severe drawdowns, and it may allocate portions of client portfolios to third‑party sub‑advisers.

Uncommonly for peers in its category, WFG sponsors and manages its own wrap fee program (the WFG Capital Advisors Wrap Fee Program), an arrangement that bundles management, transaction and platform costs within a single program. The firm also manages over $350 million in assets with a small advisory team and discloses that some representatives are independently licensed insurance agents who may offer commissionable products, a potential conflict noted in the Brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business succession planning Charitable giving & philanthropy Divorce financial planning

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Fee options

Fixed

Fixed fees range from $1,500 to $50,000

Percentage

$250,000 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $12,000,000: 0.50% Above $12,000,000+: Negotiable

Project-based

$150-$350 per hour

Other

Account minimum: $250,000 Minimum fee: $3,000 per year per household Fee-only: Hourly fees range from $150-$350 per hour; Fixed fees range from $1,500 to $50,000, negotiated based on scope and complexity

Main office location

Williams Financial Group

2616 A Dauphin Street

Mobile AL 36606, United States

Number of offices

2

Most active in

More info

Alabama · Florida · Georgia · Louisiana · Michigan · Mississippi · North Carolina · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 251-473-2120

Advisors at this firm

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user avatar

Matt W

Series 63, Series 65

Mobile, AL

Williams Financial Group

Matt Williams is a financial advisor at Williams Financial Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aptus Capital Advisors, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory work, he serves as a director of the Legacy Foundation at Cottage Hills Baptist Church. Williams Financial Group serves individual investors, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management and financial planning services, employing both discretionary and non-discretionary strategies that utilize equities, ETFs, bonds, options, and model portfolios.

Business succession planning Charitable giving & philanthropy Divorce financial planning
user avatar

Billy W

CFP®, ChFC®, Series 63, Series 65

Mobile, AL

Williams Financial Group

Billy Williams is a CFP® and ChFC® with 24 years of industry experience. He is currently with Williams Financial Group, where he has worked since 2020, and has prior experience at Aptus Capital Advisors, Eagle Strategies, and New York Life Insurance Company. Outside of advisory work, he is involved in medical device investor relations and real estate development through several LLCs. Williams Financial Group serves individual investors, high-net-worth households, small businesses, trusts, and estates. The firm provides portfolio management, sub-adviser oversight, financial planning, and consulting, employing both discretionary and non-discretionary strategies that combine fundamental and technical analysis.

Business succession planning Charitable giving & philanthropy Divorce financial planning
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