Oxbow Advisors
47yrs
Top advisor by experience in Austin
6yrs
Steven Williams
Full name on record: Steven Dylan Williams
Financial advisor at Dimensional Fund Advisors
Steven Williams has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Austin, Texas. Steven has been with Dimensional Fund Advisors since 2021; before that, Steven spent less than a year at LPL Financial. Dimensional Fund Advisors offers investment management and private fund management and is paid through a percentage of assets and performance-based fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office6300 Bee Cave Road Building One, Austin, TX 78746
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$3.43 million
Advisors at the firm254
States licensed ?1 state
Services through Dimensional Fund Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowDimensional Fund Advisors LPCurrent firm
- Apr 2021 – Sep 2021LPL Financial LLCPreviously
Contact Steven
(512) 306-7400Dimensional Fund Advisors main office 6300 Bee Cave Road Building OneAustin, TX 78746Office · Get directions Firm websitewww.dimensional.com/us-en/individual
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Dimensional Fund Advisors at (512) 306-7400 and ask for Steven Williams. Steven works from the Austin, TX office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Dimensional Fund Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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