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Ronald Williams

1 Year of Experience
Glastonbury, CT

Ronald Williams is a registered investment advisor at Empower Financial Advisory, LLC, based in Glastonbury, CT, with 1 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 295 clients with $640M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
295 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$635.8M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.25%
$400K - $1.0M1.00%
$1.0M - $2.5M0.80%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

655 Winding Brook Drive, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ronald is a race car driver for various teams, starting in 2012. This non-investment related activity takes about 10% of his time during non-trading hours.

Employment History
Current Registrations
Empower Financial Advisory, LLC
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
CT
Advisor

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
No exam information available for this advisor.
Ronald Williams - Financial Advisor | TrueAdvisor