Williams Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$50,000

“The fixed rate for creating client financial plans is between $5,000 and $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Williams Asset Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally not negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of WAM's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally not negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Williams Asset Management’s fees compare

• Its flat or project fee of $5,000-$50,000 is above the Maryland median of $4,335. 98% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Columbia that publish a flat or project fee charge less.

About Williams Asset Management

• Firm size: 9 employees.
• Founded: 2002 (24 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

433

Employees

9

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$661,067,873

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338196

Website

williamsassetmanagement.com (opens in new tab)

Phone

(410) 740-0220

Can advise clients in 14 states: California, Colorado, District of Columbia, Delaware, Florida, Indiana, Massachusetts, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Columbia that publish fees

• Adenry Wealth LLCColumbia$300/hr, $300
• GLR PartnersColumbia$1,500
• Lee Financial Group, Inc.Columbia$150⁠-⁠$450/hr, $500⁠-⁠$10,000
• Patuxent Financial Partners, LLCColumbia$200/hr, $500
• Primas Financial PlanningColumbia$200/hr, $100⁠-⁠$800
• Wagener-Lee, LLCColumbia$150⁠-⁠$350/hr, $500⁠-⁠$10,000

Compare all 9 planners in Columbia