Beth Williams is a registered investment advisor at Future Wallet, based in Walnut Creek, CA, with 2 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Future Wallet does not offer investment management as a standalone service; it is bundled with financial planning. If applicable, fees owed to outside managers are included in client fees.
Location
Walnut Creek, CA
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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.
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Beth provides paraplanning and consulting services to other investment advisors, but not directly to their clients. This activity accounts for about 10% of Beth's time.
Employment History
Current Registrations
Future Wallet
State Registrations2 states
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