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WILLIAMS FINANCIAL PLANNING, INC.

Advisory

FORT WORTH, TX

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in TX
#1,989
of 2,813 advisers by AUM
Average account
$168K
across 177 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
84
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients84
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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