Updated:Jun 3, 2026

Williams Financial Planning, Inc.

WILLIAMS FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in FORT WORTH, TX. The firm manages approximately $30 million in regulatory assets.

Williams Financial Planning, Inc.

WILLIAMS FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in FORT WORTH, TX. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Is Williams Financial Planning, Inc. a fiduciary?

Yes, as a registered investment advisor (RIA) the firm is held to a fiduciary standard under the Investment Advisers Act of 1940. This means it must act in clients' best interests and disclose any conflicts of interest.

What services does the firm offer?

The firm provides financial planning and investment management services. These typically include retirement planning, estate planning, tax-efficient investing, and ongoing portfolio monitoring.

Who was the founder of the firm?

The firm was founded by William Williams, according to public records. He likely serves as president or principal advisor, though current leadership roles are not explicitly confirmed in public sources.

Does the firm manage its own funds or invest directly?

As a typical RIA, Williams Financial Planning, Inc. likely uses third-party mutual funds, ETFs, and direct securities on behalf of clients. It does not appear to manage proprietary investment funds.

Where does the firm operate?

The firm is registered with the SEC in the United States. Its exact city of operations is not publicly documented, but registration data suggests it serves clients in one or more US states.

What types of clients does the firm serve?

The firm appears cater to individual retail clients and families seeking financial planning and investment advice. It is not positioned as an institutional asset manager.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.