Williams Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Williams Financial Planning, Inc. provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, creating written Investment Policy Statements and delivering one‑time financial plans. The firm also offers periodic educational seminars and workshops to clients at no charge.
The firm tailors portfolios to client goals and risk tolerance, seeks discretionary authority to implement long‑term strategies, and employs a mix of fundamental analysis, modern portfolio theory and technical analysis. Investments are generally focused on mutual funds, ETFs (including precious‑metal ETFs), fixed income, structured notes, real estate funds, and insurance products such as annuities, with regular monitoring and quarterly reporting through the custodian.
A principal of the firm is a licensed insurance agent and may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also manages client assets internally without selecting third‑party advisers and highlights its provision of free educational workshops, both features that are less common among independent advisory firms.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $1,500 and $15,000
$0 - $25,000: 1.25% $25,001+: 1.00%
$150 per hour
Account minimum: $7,500
Main office
1617 Park Place, Ave #110 Wfp
Fort Worth TX 76110
Advisors at this office
1
Most active in
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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