Aubrey Williams is a registered investment advisor at Open Path Financial, based in Goleta, CA, with 1 years of industry experience. Aubrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Open Path Hourly Advice — $385 per hour for general advice without detailed analysis.
- Level 1 Financial Plan — $3,850 - $7,700 for a financial plan focused on client-requested areas with modest complexity.
- Level 2 Financial Plan — $4,620 - $9,625 for a financial plan focused on client-requested areas with moderate complexity.
- Level 3 Financial Plan — $5,775 - $11,550 for a financial plan focused on client-requested areas with medium complexity.
- Level 4 Financial Plan — $9,625 - $15,400 for a financial plan focused on client-requested areas with moderately high complexity.
- Level 5 Financial Plan — $15,400 or more for a financial plan focused on client-requested areas with extremely high complexity.
Location
5661 Ekwill St., Suite 101, Goleta, CA, 93117-3943
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 Activities
Aubrey works full-time as an Associate Director of Program Management at Raytheon Technologies, managing internal research and development engineering efforts for defense technology. About half of Aubrey's time at Raytheon overlaps with securities trading hours.
Employment History
Current Registrations
Open Path Financial
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.