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Christopher Joseph Williams

Foundation Wealth & TAX Advisors, LLC

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About Christopher Joseph Williams

Christopher Joseph Williams is a Certified Financial Planner® professional with over 10 years of experience in the financial services industry. Christopher has a strong background in accounting and finance, having worked for Deloitte and Citrin Cooperman before joining Chesapeake Partners. Christopher is a member of Foundation Wealth & TAX Advisors, LLC, a firm that provides financial planning and tax advisory services to individuals, families, and businesses. Christopher is dedicated to helping clients achieve their financial goals through personalized financial planning, investment management, and tax planning strategies.

Firm Information

Christopher Williams is currently registered with Foundation Wealth & TAX Advisors, LLC. Foundation Wealth & TAX Advisors, LLC is an independent financial advisory firm based in Phoenix, Arizona. The firm provides financial planning and investment management services to individuals and families. The firm has approximately 189 client accounts with approximately $37.35 million in regulatory assets under management. The firm's client base primarily includes individuals, with a focus on high-net-worth individuals. The firm also has a presence on LinkedIn.

$37.35M

Assets Under Management

27

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Williams’s Registration & Firm History

MD

08/24/2023 - Present

Foundation Wealth & TAX Advisors, LLC (ANNAPOLIS MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Joseph Williams.
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