linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Garth Alan Williams

Honu Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Garth? Claim Your Profile

About Garth Alan Williams

Garth Alan Williams is a financial advisor at Honu Wealth Management. Garth has been in the financial services industry for over 20 years and holds the Series 7, Series 24, and Series 63 licenses. He also holds the Certified Financial Planner designation. Garth has experience providing financial advice to individuals, corporations, and charitable organizations. He specializes in financial planning, portfolio management, and pension consulting. Garth is registered to provide financial advice in California and Texas.

Firm Information

Garth Williams is currently registered with Honu Wealth Management. Honu Wealth Management is a registered investment advisor with 2 licensed agents and 3 investment advisor representatives. The firm manages $136,208,747 in assets for 302 clients. Their services include financial planning, pension consulting, and portfolio management for individuals. The firm also selects other advisors for their clients. Honu Wealth Management primarily serves high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth individuals.

$136.21M

Assets Under Management

4

Total Clients

4

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Garth Williams’s Registration & Firm History

CA

03/20/2012 - Present

Honu Wealth Management (SUNNYVALE CA)

TX

07/18/1997 - 07/05/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST LAKE HILLS TX)

MN

01/01/1994 - 07/22/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/01/1994 - 07/22/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Garth Alan Williams is right for you?

Licenses & Designations

BC

Issued 01/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1997

Series 24 - General Securities Principal Examination

BC

Issued 12/28/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garth Alan Williams.
Not sure if Garth Alan Williams is right for you?