Williams Wealth Management Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our Personal Financial Planning and Consulting Services are offered at either an hourly fee of $250 or a $2,500 minimum fixed fee.”

Annual fee

$1,000/yr

“Our annual retainer fee is a fixed fee with a minimum of $1,000 and is payable in advance, however, other fee payment arrangements may be negotiated.”

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

How Williams Wealth Management Group, Inc. bills

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

• “Our annual Integrated Wealth Management fee is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “If the engagement agreement is executed at any time other than the first day of a calendar quarter, our fees will apply on a pro rata basis, which means that the fee is payable in proportion to the number of days in the quarter for which you are a client.”
• “Our fee is negotiable, depending on individual client circumstances.”

How Williams Wealth Management Group, Inc.’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Bradenton that publish an hourly rate charge less.
• Its annual fee of $1,000 is below the Florida median of $4,800. 10% of the 97 other Florida planners that publish an annual fee charge less.

About Williams Wealth Management Group, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Insurance analysis

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

3% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

473

Employees

1

Works with

Individuals, high net worth individuals, and charities

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

$161,048,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147341

Website

williamswealth360.com (opens in new tab)

Phone

(941) 756-4500

Other planners in Bradenton that publish fees

• Cma Advisors, Inc.Bradenton$400/hr, $5,000
• Lifestyle Freedom Advisory Group, LLCBradenton$5,000⁠-⁠$10,000
• Maslar FinancialBradenton$250/hr
• Moore Financial Management, Inc.Bradenton$2,500⁠-⁠$7,000
• Parker Financial Planning, LLC.Bradenton$250/hr
• Summit Financial AdvisorsBradenton$100⁠-⁠$300/hr, $1,000⁠-⁠$50,000/yr

Compare all 11 planners in Bradenton