MW
CFP
MW
CFP

Michael Louis Williams

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

31 State Route 12, Flemington, NJ, 08822

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Michael is a wealth advisor at Prestige Wealth Management Group, dedicating significantly more than full-time hours to managing client relationships. He also serves as managing director at Prestige Wealth Accounting Group, spending minimal time on marketing and promotion, and is an independent insurance agent.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
The Pillar Strategies
December 2018 - Present · 7 yrs 2 mos
Prestige Wealth Management Group, LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Triad Advisors LLCBroker
December 2018 - August 2024 · 5 yrs 8 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.