Christopher Williams is a registered investment advisor at Inceptive Financial, based in Atlanta, GA, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning, Tax Planning. Their firm serves 20 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan Preparation — $795-$995
- Quarterly Update — $250
- Annual Update — $250
- Tax Return Preparation / Planning — $255
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a partner and CFO at Primrose School of Atlanta Westside, a preschool, since June 2019. He spends approximately 750 hours per year performing functions related to family billing, financial statement preparation, tax return preparation, and bank relationship management.
Employment History
Current Registrations
Inceptive Financial
State Registrations1 state
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