Chris Williams, CPA
he/him/his
Quarterly Subscription
$175+
Annual Subscription
$495+/yr
One Time Fee
$695+
- High Earners ($250k - $500k)
- Families with Children
- DIY Investors
- Christians
- Young Professionals
- Pre-Retirement Planning
- Investments
- College Savings
- Tax Strategies
- Real Estate
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 PLANNERTM 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.
* 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.