Williams Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$343,346,753
Clients
585
Advisors
3
of 5 employees
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
Expertise
Fee options
Fixed fees range from $1,500 to $50,000
$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
$150-$350 per hour
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
2616 A Dauphin Street
Mobile AL 36606
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · Louisiana · Michigan · Mississippi · North Carolina · Texas
Also doing business as
Wfg Capital Advisors, LLC · Williams Financial Group
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:
-
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.
Quick links
Advisors at this firm
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.
Meredith N
Series 65
Mobile, AL
Williams Financial Group
Meredith Nowell is a financial advisor at Williams Financial Group in Mobile, AL, holding a Series 65 designation with three years of industry experience. Prior to joining Williams Financial Group in 2023, she worked at All In Credit Union from 2020 to 2023 and has held roles outside the financial industry. Williams Financial Group serves individual clients, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management, financial planning, and consulting services, employing a systematic investment approach that combines technical and fundamental analysis and includes its own wrap fee program.
Billy W
CFP®, ChFC®, Series 63, Series 65
Mobile, AL
Williams Financial Group
Billy Williams is a CFP® and ChFC® with 25 years of industry experience. He has held positions at Williams Financial Group since 2004 and previously worked with Aptus Capital Advisors, Eagle Strategies, and New York Life Insurance Company. Outside of financial advising, Williams serves as Head of Investor Relations for a medical device company, InnoMed Tech, LLC. 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, financial planning, and consulting services, utilizing a systematic investment approach that combines technical and fundamental analysis across various asset classes.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)