Glenn Williams
Glenn Williams is a CFP-designated registered investment advisor at Williams Financial Planning, INC., based in Fort Worth, TX, with 34 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 84 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.25% |
| $25K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
1617 Park Place, Ave #110-Wfp, Fort Worth, TX, 76110
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Glenn is the owner/operator of Williams Financial Planning, Inc. He also offers insurance products, including annuities, Medicare supplements, and life insurance, dedicating a few hours per week to insurance sales and service.
Employment History
Current Registrations
Williams Financial Planning, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Walnut Street Securities, INC.Broker
Ba Investment Services, INC.Broker
Invest Financial CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.