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WILLIAMS FINANCIAL PLANNING, INC.
CRD 290272
1617 PARK PLACE, AVE #110-WFP, FORT WORTH, TX, 76110, United States
Phone
817-381-9371
Fax
(844)264-9370
Registration
— (—)
Source
State registered
Total AUM
$29.8M
Discretionary AUM
$29.8M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $21.3M |
| High net worth individuals | 5 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD