# Williams Wealth Management Group, Inc.

> Williams Wealth Management Group, Inc. is an SEC-registered investment advisory firm in Bradenton, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 147341
- Filed as: WILLIAMS WEALTH MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bradenton, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147341
- AdvisorCensus page: https://advisorcensus.com/firm/williams-wealth-management-group-inc-bradenton-fl-147341

## Quick answers

**How is Williams Wealth Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Williams Wealth Management Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Williams Wealth Management Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $250 an hour (Personal Financial Planning and Consulting Services); Flat fee: $2,500 (Personal Financial Planning and Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Williams Wealth Management Group, Inc. located?**
Williams Wealth Management Group, Inc.'s principal office is in Bradenton, FL, according to its Form ADV.

**Is Williams Wealth Management Group, Inc. registered with the SEC or a state?**
Williams Wealth Management Group, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 147341.

**How much does Williams Wealth Management Group, Inc. manage?**
Williams Wealth Management Group, Inc. reports $161,048,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Williams Wealth Management Group, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Williams Wealth Management Group, Inc.: Regulatory assets under management: $148,034,000 in the October 2024 data and $161,048,000 in the October 2026 data, up 9%. Total employees: 4 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Williams Wealth Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (413); high net worth individuals (60); charitable organizations (2).

**Which custodians does Williams Wealth Management Group, Inc. use?**
Williams Wealth Management Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Williams Wealth Management Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147341

**What changed in Williams Wealth Management Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $140,550,414 to $161,048,000 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Hourly rate: $250 an hour (Personal Financial Planning and Consulting Services)

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

- Flat fee: $2,500 (Personal Financial Planning and Consulting Services)

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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $161,048,000
- Discretionary: $161,048,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 413 | $67,025,891 |
| High net worth individuals | 60 | $92,558,944 |
| Charitable organizations | 2 | $1,463,165 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- williamswealth360.com
- Facebook @WILLIAMSWEALTHMANAGEMENTGROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $148,034,000 | 4 | July 2, 2024 |
| October 2025 | $140,550,414 | 1 | February 14, 2025 |
| October 2026 | $161,048,000 | 1 | March 18, 2026 |

Regulatory assets under management: $148,034,000 in the October 2024 data and $161,048,000 in the October 2026 data, up 9%.
Total employees: 4 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $140,550,414 to $161,048,000 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Williams Wealth Management Group, Inc. (CRD 147341): Form ADV filing data as of October 2026.