CRD: 137038
Williams Financial, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2005
- Office Locations
- 1
Office Locations
About Williams Financial, LLC
Williams Financial, LLC is an independent, fee-only RIA (est. 2005) serving individuals, families, and small business owners, with offices in Massachusetts, New York, and Vermont. The team leads goals-based financial planning with a retirement-focused, step-by-step process that adapts as client circumstances change, paired with portfolio construction and asset-allocation guidance. The website displays NAPFA and CFP marks.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES JASON WILLIAMS
Chief Compliance Officer, President
- CRD
- #4806982
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TYLER RICHARD CINELLI
Financial Planner
- CRD
- #5688437
Meredith Grace Phippen
Paraplanner
- CRD
- #7853740
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,113,871 | $251,707 |
| Non-Discretionary | $8,808,844 | $231,812 |
| Total | $209,922,715 | $250,804 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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