Williams Wealth Services

Williams Wealth Services (CRD# 289528) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $16,256,983 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $106,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Williams Wealth Services
Showing 1 - 1 of 1 top financial advisors.
1
Martha S. Williams
CRD#: 5354217
3380 Travis Pointe Rd, Suite E1, Ann Arbor, MI 48108
Martha Williams (CRD# 5354217) is an Investment Advisor Representative working at Williams Wealth Services in Ann Arbor, MI and has over 11 years of experience in the finance industry. Martha Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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