Williams Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Williams Wealth Management is a state-registered independent investment adviser that serves individuals, high-net-worth clients, trusts and estates. The firm provides discretionary portfolio management and ongoing investment supervision for roughly 50 client relationships with about $26 million in assets under management.
The firm’s investment approach is generally long-term and ETF-focused, using low-cost ETFs as core holdings while permitting selected individual equities when they meet a stated liquidity filter (individual stocks are typically screened to approximate $20 million or more in daily trading volume using price × 50‑day average volume). Research combines fundamental and technical analysis, trades are timed using technical indicators, and the firm may employ put options as a hedging tool to manage downside risk.
A few features that distinguish this small, single-advisor practice from many peers are the explicit use of option-based hedging and a formal liquidity screen for individual stock inclusion, along with a required custody arrangement directing brokerage to a specified custodian and an explicit statement that the firm does not place assets in wrap fee programs. Prospective clients should also note the brochure references a $350,000 asset minimum (with monthly minimum billing if below that level) while another section notes a negotiable $1,000 relationship minimum, so clarifying account minimums and billing practices is advisable.
Client services
Expertise
Fee options
$350,000+: 0.75% to 1.65% annually, fees are negotiable and vary depending on client relationship complexity
Account minimum: $350,000 Minimum fee: Monthly minimum fee ranges from $49 to $419 for accounts below $350,000 Fee-only: Investment advisory fees based on assets under management and monthly minimum fees if below minimum
Main office
Hopkinton MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Williams Wealth Management · Williams Wealth Management LLC
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.
Forms ADV
Quick links
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