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Williams Butcher

Independent Financial Group, LLC
28 Years of Experience
Kemah, TX
1 DisclosureBroker
View SEC Summary
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Williams Butcher is a CFA-designated registered investment advisor at Independent Financial Group, LLC, based in Kemah, TX, with 28 years of industry experience. Williams is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Kemah, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2025
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Williams is an officer/director and agent/representative for Butcher Financial, LLC, spending about 10-20% of his time on these activities. He also serves as an officer/director for a charitable foundation and trustee for multiple trusts, dedicating minimal time to each, and his wife owns rental property.

Employment History
Current Registrations
Independent Financial Group, LLC
May 2022 - Present · 4 yrs 5 mos
Independent Financial Group, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
International Assets Investment Management, LLC
January 2016 - May 2022 · 6 yrs 4 mos
International Assets Investment Management, LLC
June 2015 - December 2015 · 6 mos
International Assets Advisory, LLCBroker
April 2015 - May 2022 · 7 yrs 1 mo
Courtlandt Securities CorporationBroker
November 2011 - February 2015 · 3 yrs 3 mos
Tudor, Pickering, Holt & CO. Securities, INC.Broker
September 2008 - January 2010 · 1 yr 4 mos
Jmp Securities LLCBroker
October 2002 - January 2008 · 5 yrs 3 mos
Banc of America Securities LLCBroker
April 1999 - January 2001 · 1 yr 9 mos
Bancboston Robertson Stephens INC.Broker
September 1998 - November 1998 · 2 mos
Bancamerica Robertson StephensBroker
January 1998 - September 1998 · 8 mos
Cms Investment Resources, INC.Broker
December 1995 - January 1998 · 2 yrs 1 mo
Foley Mufson Howe & CompanyBroker
November 1993 - April 1994 · 5 mos
Rauscher Pierce Refsnes, INC.Broker
August 1993 - September 1993 · 1 mo
S. W. Ryan & Company, INC.Broker
October 1990 - July 1992 · 1 yr 9 mos
State Registrations5 states
CAMTNCSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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