Ward Williams is a registered investment advisor at Better Tomorrow Financial, based in Seattle, WA, with 4 years of industry experience. Ward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 20 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Better Tomorrow Financial includes investment management in their comprehensive financial planning package for the first year. After the first year, clients can opt for an annual retainer program for ongoing access and support. The firm does not charge a percentage of your portfolio to manage your investments.
Location
Seattle, WA
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 Activities
Ward works as a Sr. Business Analyst for Nuwest Group LLC.
Employment History
Current Registrations
Better Tomorrow Financial
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.