EW
CFP · ChFC

Edward Gregory Williams

23 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
53 advisors
Number of Clients
12,392 clients
Average Client Portfolio
$312K average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$100 - $9,000

Facet Wealth charges a flat annual membership fee for financial planning services, ranging from $100 to $9,000 annually, depending on the service needs of the member. Investment management is included in this fee. A $250 enrollment fee is charged for members selecting billing cycles other than annual. There is no minimum to open a High Yield account. All other investment accounts require a minimum $500 initial purchase. An administrative fee of $10 per month, per account, will be charged if a member cancels their subscription and does not transfer their assets to another custodian within 30 days after the subscription period ends.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
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Advisor Information

Office location

Downingtown, PA

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2015
Settled
Employment History
Current Registrations
Facet
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Clarfeld
August 2020 - May 2021 · 9 mos
Advice and Planning Services
January 2016 - August 2020 · 4 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
January 2016 - August 2020 · 4 yrs 7 mos
Vanguard Advisers INC
October 2014 - December 2015 · 1 yr 2 mos
Vanguard Marketing CorporationBroker
January 2004 - December 2015 · 11 yrs 11 mos
Usallianz Investor Services, LLCBroker
September 2002 - December 2003 · 1 yr 3 mos
Directed Services, INC.Broker
December 2001 - June 2002 · 6 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Edward Gregory Williams - Financial Advisor | AdvisorDiscover