Britton Williams is a CFP-designated registered investment advisor at Calamita Wealth Management, based in Raleigh, NC, with 15 years of industry experience. Britton 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, High Net Worth, and 4 more. Their firm serves 110 clients with $140M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Subject to a minimum quarterly fee of $2,500 ($10,000 annually). Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
Raleigh, NC
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
Britton is a minority member of Hideaway Hangout, LLC, an investment-related (personal) LLC that invests in real estate. Britton has no duties related to this investment and spends no time on it.
Employment History
Current Registrations
Calamita Wealth Management
Previous Registrations
Belpointe Asset Management LLC
Tuttle Tactical Management, LLC
Tuttle Wealth Management, LLC
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.
Exams
More Advisors
- Stuart Strickland, CFPWells Fargo Advisors
- Michael Venter, CFAStrategic Advisers LLC
- Ted Laporte, CFPWells Fargo Advisors
- Teresa Yent, ChFCUSA Financial Securities LLC
- Joseph Aulisi, CFPFoundry Financial LLC
- Michael Palmer, CFPArk Royal Wealth Management LLC