Williams Wealth Management Group, Inc. is an independent, SEC-registered fiduciary investment adviser and retirement wealth management firm (Firm CRD# 147341, SEC File #801-130487) located on Manatee Avenue West in Bradenton, Manatee County, Florida. Founded and led by Chief Executive Officer and Chief Investment Officer Derek R. Williams, CFP® (Individual CRD# 4202594), who has advised Florida retirees, executives, and business owners since 1996, the firm delivers its signature Wealth 360° fiduciary framework integrating retirement cash-flow distribution, tax-aware portfolio management, longevity healthcare planning, and multi-generational estate coordination for families across West Bradenton, Riverview Boulevard, Palma Sola, Anna Maria Island, and Lakewood Ranch.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Williams Wealth Management Group, Inc.); SEC IAPD Individual Profile (Derek R. Williams, CFP®); Williams Wealth Management Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-130487; Williams Wealth Management Group, Inc. (CRD #147341) is an independent SEC-registered fiduciary Investment Adviser headquartered at 2328 Manatee Ave W, Bradenton, FL 34205.
Issuer: Certified Financial Planner Board of Standards / SEC IAPD
Notes: Founded and led by CEO & Chief Investment Officer Derek R. Williams, CFP® (Individual CRD #4202594), a Certified Financial Planner™ professional serving Manatee County retirees since 1996.
Factual details and direct answers about Williams Wealth Management Group, Inc.'s services, licensing, and credentials.
How is Williams Wealth Management Group in Bradenton registered with the SEC?
Williams Wealth Management Group, Inc. is an independent fiduciary Registered Investment Adviser registered with the U.S. Securities and Exchange Commission under Firm CRD #147341 and SEC File #801-130487.
Who leads the financial planning and investment team at Williams Wealth Management Group?
The firm is founded and led by Chief Executive Officer and Chief Investment Officer Derek R. Williams, CFP® (CRD #4202594), a Certified Financial Planner™ practitioner who has guided Bradenton and Manatee County retirees since 1996.
Where is Williams Wealth Management Group located in Manatee County?
The firm's office is located on State Road 64 at 2328 Manatee Avenue West, Bradenton, Florida 34205, convenient to Downtown Bradenton, West Bradenton, Palma Sola, and Anna Maria Island.
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