...

Chris Williams

CPA

he/him/his

Contact Information

Atlanta, GA

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

My professional career began with Ernst & Young in 2007 and I have been a Certified Public Accountant in the State of Georgia since 2010. I have held various roles to assist companies in their financial compliance, including both auditing and financial reporting. After reaching a point in my career where I wanted to provide significantly more value to the clients I served, I decided to pursue opportunities to learn about different industries from within individual organizations to gain a broader understanding of our country's economic system through my accounting background.

In 2019, I decided to pursue a financial planning professionally with a passion for assisting individuals and families with their financial condition. I then passed the CERTIFIED FINANCIAL PLANNERâ„¢ exam in 2020 and registered with the State of Georgia as an Investment Adviser Representative in 2021. Through Inceptive Financial I look forward to empowering my clients to meet their financial goals and dreams.

Typical Fee (Computed Monthly)*

$120

Fee Models
  • Quarterly:

    $195+

  • Annual:

    $495+/yr

  • One Time Fee:

    $695+

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • High Earners ($250k - $500k)

  • Families with Children

  • DIY Investors

  • Christians

  • Young Professionals

Areas Of Specialization
  • Pre-Retirement Planning

  • Investments

  • College Savings

  • Tax Strategies

  • Real Estate

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.