Paul Williams is a registered investment advisor at Dominion Financial Advisors, LLC, based in Dallas, TX. Paul 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Plus a $250 annual administrative fee per managed account. Investment Management Services are only available to Sustaining Planning Clients at their option. At no point will the combined fee charged to the Client exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
Dallas, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Dominion Financial Advisors, 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.