Williams Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$6,000⁠-⁠$8,000

“Services are flat fees and generally cost between $6,000 - $8,000, however some more complex plans may range from $8,000 - $16,000 or more.”

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

How Williams Financial, LLC bills

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

• “Services are offered and billed based on complexity and unique client needs.”
• “Services conclude 30 days after the delivery of the plan. 9 The fees are negotiable, and the final fee schedule will be attached to the Financial Planning Agreement.”
• “Fees are paid fifty percent in advance, but never more than six months in advance, with the remainder due upon presentation of the plan.”

How Williams Financial, LLC’s fees compare

• Its flat or project fee of $6,000-$8,000 is above the Vermont median of $4,375. 90% of the 10 other Vermont planners that publish a flat or project fee charge less.

About Williams Financial, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning

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

Highest asset based fee in brochure

1.35% a year

Clients

261

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$209,922,715

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

137038

Website

williamsfinancial.net (opens in new tab)

Phone

(866) 986-4469

Can advise clients in 6 states: Florida, Massachusetts, New Hampshire, New York, Texas, Vermont

Other planners in Vermont that publish fees

• Antoine Williams & Associates Wealth Management, LLCShelburne$500/hr, $5,000
• Blue Slate Investment ManagementBurlington$250/hr
• Copper Leaf Financial, LLCWilliston$250/hr
• Elephant Corner FinancialBurlington$350/hr, $150⁠-⁠$1,000/mo
• Greenhill Financial PartnersRutland$1,500
• Hanson & Doremus Investment ManagementBurlington$300/hr

Compare all 36 planners in Vermont