Garrett
Williams
Schubert & Company, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Garrett Williams is a financial advisor operating in Mckinney, Texas. Williams is on the advisory team at Schubert & Company, Inc. During their career, Williams has held roles at Financial Innovations LLC (Dba Wisdom Index Advisors), Bahama Buck'S, Medical Sciences Library At Texas A&M, Texas A&M, Beacon Pointe Advisors, Schubert And Company, Lowe'S, Blinn College, Lucas Christian Academy and Schubert & Company, Inc. Williams holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Texas. Schubert & Company, Inc is a financial advisory business operating out of Mckinney, TX. It manages $333 million in total assets between its 561 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 561 customer accounts, 42% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees typically depend on which service is offered. However, fees billed by Schubert & Company, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Schubert & Company, Inc Brokerage Details
$332,704,803
6
561
$593,057
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Garrett Williams Work History
Garrett has been registered as a financial advisor for 0 years.*
Schubert & Company, Inc
Financial Innovations LLC (Dba Wisdom Index Advisors)
Bahama Buck'S
Beacon Pointe Advisors
Schubert And Company
Lowe'S
Medical Sciences Library At Texas A&M
Texas A&M
Blinn College
Lucas Christian Academy
*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 Garrett 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 Schubert & Company, Inc
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
