Meredith Phippen is a registered investment advisor at Williams Financial, LLC, based in North Bennington, VT, with 2 years of industry experience. Meredith 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, Investment Management, and 2 more. Their firm serves 251 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Williams Financial offers several investment management options:
- Integrated Wealth Management: Includes financial planning, investment management, tax and estate planning, and ongoing advice. Fees range from 0.70% to 1.35% of your portfolio annually.
- Professional Investment Management: Investment management and advice only. Fees range from 0.60% to 1.35% of your portfolio annually.
- Williams Digital Portfolios: Investment management with limited client interaction, primarily digital. The fee is 1.00% of your portfolio annually.
For Integrated Wealth Management and Professional Investment Management, there's a $500,000 minimum investment. For accounts under $500,000, a minimum quarterly fee of $1,500 applies.
Location
12 Main Street, North Bennington, VT, 05257
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 →Employment History
Current Registrations
Williams Financial, 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.