Williams Financial Group

Overview

Williams Financial Group is an SEC registered investment adviser based in Mobile, AL, registered since 2020. It reports $355M in assets under management across 358 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$355M

Discretionary

100%

Accounts

358

Average account

$991K

Employees

5

Advisory reps

3

Registered since

2020

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Billy Ray Williams Managing Partner CRD 4447994
• Matt Andrew Williams Managing Partner, Chief Compliance Officer CRD 5188305

Advisory reps 3 of 3

• Meredith Leah Nowell Investment Adviser Rep CRD 8331475
• Billy Ray Williams Insurance Agent · Investment Adviser Rep CRD 4447994
• Matt Andrew Williams Insurance Agent · Investment Adviser Rep CRD 5188305

Location

Headquarters

2616 Dauphin St # A
Mobile, AL 36606

County

Mobile

Metro area

Mobile, AL

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: wfgplanning.com

Every state, with registration dates

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