CRD: 290272
Williams Financial Planning, Inc.
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-21-2017
- Office Locations
- 1
Office Locations
About Williams Financial Planning, Inc.
Williams Financial Planning, Inc. (Fort Worth, TX) provides personalized financial planning and investment planning, building adaptable strategies to help clients grow wealth, protect family, and preserve assets. Portfolios commonly use public funds such as ETFs and mutual funds alongside fixed income and risk-managed allocations. Relationships include custody through Charles Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GLENN TODD WILLIAMS
President,Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2063340
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,775,030 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,775,030 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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