Matt Williams
Matt Williams is a registered investment advisor at Williams Financial Group, based in Mobile, AL, with 19 years of industry experience. Matt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 521 clients with $290M 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000. Minimum fee is $3,000/year per household.
Fee Estimator
Location
2616-A Dauphin Street, Mobile, AL, 36606
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
Matt is an independent insurance agent since 2019, dedicating about 10-20% of his time to sales and review of insurance products. He is also a director of The Legacy Foundation Cottage Hills Baptist Church since 2025, spending minimal time on this activity.
Employment History
Current Registrations
Williams Financial Group
Previous Registrations
Aptus Capital Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.