Williams Wealth Management 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.

Monthly fee

$49⁠-⁠$419/mo

“The monthly fee will range from $49/mo to $419/mo depending on the level of assets under management, but under the required asset level.”

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

How Williams Wealth Management bills

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

• “Fees for Advisory Services Investment advisory fees will be paid monthly in arrears.”
• “Fees paid monthly are prorated from the inception date of the account to the end of the first month.”
• “All fees related to a client being under the asset minimum will billed monthly via a debit or credit card.”

About Williams Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

50

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$26,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309307

Website

wwmanage.com (opens in new tab)

Phone

(617) 459-3634

Other planners in Hopkinton that publish fees

• Fourth Quarter Retirement Strategies, LLCHopkinton$1,600, $200/mo
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000

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