Abigail
Williams
Stone Oak Wealth Management, LLC
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About this Advisor
Abigail Williams is a financial advisor based in San Antonio, Texas. Williams is currently employed by Stone Oak Wealth Management, LLC. During their career, Williams has held roles at Capfinancial Partners, LLC, Covenant Multi-Family Offices LLC, Reliance Bank, Texas A&M University, Winston Churchill High School and Stone Oak Wealth Management. Williams has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Texas. Stone Oak Wealth Management, LLC is a business that has its headquarters in San Antonio, TX. The investment advisory business has a total of six people on staff. It controls $266 million in total assets between its 853 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 853 client accounts, 53% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees depend on which services the firm provides the client. Fees billed by Stone Oak Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stone Oak Wealth Management, LLC Brokerage Details
$266,273,633
6
853
$312,161
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Abigail Williams Work History
Abigail has been registered as a financial advisor for 0 years.*
Stone Oak Wealth Management
Capfinancial Partners, LLC
Covenant Multi-Family Offices LLC
Reliance Bank
Texas A&M University
Winston Churchill High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Abigail Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stone Oak Wealth Management, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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