WILLIAMS FINANCIAL, LLC

12 Main Street
North Bennington, Vermont 05257
Tel: 866-986-4469

About WILLIAMS FINANCIAL, LLC

WILLIAMS FINANCIAL, LLC, formally registered with the SEC as WILLIAMS FINANCIAL, LLC. The firm was established in 05/08/2020. They have over 3 offices throughout the country.

WILLIAMS FINANCIAL, LLC is a North Bennington, Vermont based Financial Planning firm with nearly $174,473,081 assets under management, offering retirement planning & investment advisory services to 797 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137038
SEC#	801-118678
Assets Managed by Firm	$174,473,081
No. of Clients	797
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	797	$174,473,081
Individuals (other than high net worth individuals)	203	$68,366,753
High net worth individuals	50	$100,642,437
Pension and profit sharing plans	3	$4,075,831
Charitable organizations	3	$1,350,221
Corporations or other businesses	1	$37,839

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