Tempest Williams
Tempest Williams is a registered investment advisor at The Tempest Financial Group PLLC, based in Fort Worth, TX, with 13 years of industry experience. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
The Tempest Financial Group offers ongoing planning through a subscription or retainer model. Clients with a subscription get access to a financial planner without an additional hourly rate, ongoing monitoring, monthly meetings, and financial education. The subscription fee is $250 per month for the Comprehensive plan and up to $5,000 per month for the Complex/High Net Worth/Family Planning plan. Businesses pay a retainer fee starting at $2,000 per month.
- Basic Financial Plan: Includes basic financial plan, budgeting, debt management, and basic investment advice. Cost: $625 - $1,250. Completion Time: 5-10 hours. Subscription option not allowed.
- Comprehensive Financial Plan: Includes comprehensive financial plan, budgeting, debt management, retirement planning, investment planning, estate planning, risk management, SWOT analysis, and document safekeeping. Cost: $1,300 - $2,500. Completion Time: 10-20 hours. Subscription Fee: $250 per month.
- Complex / High Net Worth / Family Planning: Includes generational planning, comprehensive financial plan, budgeting, debt management, retirement planning, investment planning, estate planning, risk management, SWOT analysis, and document safekeeping. Cost: $2,500 - $5,000. Completion Time: 20-40 hours. Subscription Fee: $1000 per month.
- Comprehensive Financial Planning (hourly): $150 per hour.
Location
Fort Worth, TX
Get directionsHistory
Regulatory History (1)
Criminal
June 2025Other Business ActivitiesSells Insurance
Tempest owns and is the general manager of Storm Catering & Smoked Meats, a catering company, dedicating about a quarter of their time. Tempest is also an insurance broker and an officer for the Paul Laurence Dunbar Alumni Association, dedicating a few hours per week to each.
Employment History
Current Registrations
The Tempest Financial Group PLLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, 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.