Tamala Williams
Tamala Williams is a CFP-designated registered investment advisor at Duncan Financial Planning Advisors, based in Atlanta, GA, with 24 years of industry experience. Tamala is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 3 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial planning — flat fees generally up to $25,000 for individuals, billed as a one-time payment, in installments, or on an ongoing basis depending on the scope and complexity of the services.
- Retirement plan consulting for sponsors — fixed annual fees typically up to $30,000, and potentially higher for extraordinarily complicated situations.
- Retirement plan consulting for individual participants — fixed fees ranging from $250 to $10,000 per year.
- Business succession planning — flat fees generally up to $30,000, depending on company size, business structure complexity, number of owners, and report scope.
- Hourly consulting — up to $500 per hour for specific financial planning questions.
Location
2302 Parklake DR NE, Suite 368, Atlanta, GA, 30345
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tamala is an advisory representative of a registered investment advisor, spending about half her time on investment-related activities. She is also an independent insurance agent and the president/owner of Tamala Williams & Associates, an S-corp for liability purposes, and a Certified Financial Planner, spending nearly full-time hours on this.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Triad Advisors, INC.Broker
SnlBroker
AXA Advisors, LLCBroker
E*trade Securities, INC.Broker
State Registrations15 states
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
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