Tonya Williams is a registered investment advisor at Meld Financial, INC., based in Birmingham, AL, with 5 years of industry experience. Tonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,058 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meld Financial's annual fee for managing your investments is up to 1.50% of the value of your portfolio. The exact fee depends on the amount you invest, the type of services you need, and the level of administration required. This fee is billed quarterly in advance, based on the average daily balance. The fee is negotiable.
Location
3008 Pump House Rd., Birmingham, AL, 35243
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 →Employment History
Current Registrations
Meld Financial, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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.