Williams Financial Group fees and pricing
Financial planner in Mobile, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Williams Financial Group charges $150-$350 an hour, a flat or project fee of $1,500-$50,000, and an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“Financial Planning/Consulting Services Hourly fees range from $150-$350 per hour, and fixed fee services range from $1,500 to $50,000.”
- Flat or project fee
- $1,500-$50,000
From the same sentence as above.
- Annual fee
- $3,000/yr
“The minimum fee is $3,000/yr per household.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Williams Financial Group’s fees compare
- Its hourly rate of $150-$350 spans the Alabama median of $250. 34% of the 41 other Alabama planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$50,000 spans the Alabama median of $5,075. 100% of the 35 other Alabama planners that publish a flat or project fee charge less.
- Its annual fee of $3,000 is below the Alabama median of $4,000. 38% of the 16 other Alabama planners that publish an annual fee charge less.
- 1 of the 2 other planners in Mobile that publish an annual fee charge less.
About Williams Financial Group
“General Information WFG Capital Advisors, LLC was formed in 2020 and provides innovative investment management services that include customized investment portfolio management, sub-advisory services, financial planning and financial consulting.”
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 585
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $354,763,277
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310008
- Phone
- (251) 473-2120
Can advise clients in 8 states: Alabama, Florida, Georgia, Louisiana, Michigan, Mississippi, North Carolina, Texas
Other planners in Mobile that publish fees
- Kairos Asset Advisory, LLCMobile$100/hr, $1,000/yr
- Leavell Investment Management, Inc.Mobile$5,000/yr
- Wilkins Miller Wealth Management, LLCMobile$500-$25,000
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.