Meredith Grace Phippen
Investment Adviser Representative at WILLIAMS FINANCIAL, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Meredith Grace Phippen has worked in the securities industry since 2024. They have passed the Series 65 examination. They are registered to provide investment advisory services in Vermont.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Integrated Wealth Management - $1 to $1,000,000 | 1.35% |
| Integrated Wealth Management - $1,000,001 to $3,000,000 | 1.10% |
| Integrated Wealth Management - $3,000,001 to $5,000,000 | 0.95% |
| Integrated Wealth Management - Above $5,000,001 | 0.70% |
| Professional Investment Management - $1 to $500,000 | 1.35% |
| Professional Investment Management - $500,001 to $1,000,000 | 1.10% |
| Professional Investment Management - $1,000,001 to $3,000,000 | 0.95% |
| Professional Investment Management - $3,000,001 to $5,000,000 | 0.75% |
| Professional Investment Management - Above $5,000,001 | 0.60% |
| Williams Digital Portfolios - Above $1 | 1.00% |
Firm-stated minimum; may be waived at the firm's discretion.
Williams Financial, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at WILLIAMS FINANCIAL, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meredith Grace Phippen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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