CW
CFP
Christopher Joseph Williams
4 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
79 clients
Average Client Portfolio
$625K average
Assets Under Management
$49.3M
Areas of Practice
Tax Planning
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Advisor Information
Office location
839 Bestgate Road, Suite 400, Annapolis, MD, 21401
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher owns CJW LLC, a holding company, and spends nearly full-time hours managing it, plus a few hours per week outside trading hours. He is also a member and accountant at Kram, McCarthy, Ayers & Frost Tax Services LLC, dedicating nearly full-time hours plus a few hours per week outside trading hours, deriving 95% of his yearly compensation from this business.
Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Bestgate Wealth Advisors, LLC
March 2021 - November 2022 · 1 yr 8 mos
State Registrations2 states
MDVA
Advisor
Exams
No exam information available for this advisor.