Brandon Williams
Brandon Williams is a registered investment advisor at Integrated Planning LLC, based in Aiken, SC, with 9 years of industry experience. Brandon 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 3 more. Their firm serves 102 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
135 Laurens Street Sw, Suite 200, Aiken, SC, 29801
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
Brandon is a licensed insurance agent offering fixed insurance products and receives commissions, dedicating about 10-20% of his time to this activity. He is also an executive vice president with The Smith Group Tax Planning and Prep, spending about 10-20% of his time on management and tax planning.
Employment History
Current Registrations
Integrated Planning LLC
Previous Registrations
Prosperity Capital Advisors
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.