Fee-only adviser · Marietta, GA
Williamson Advisory Services, Inc.
Williamson Advisory Services, Inc. is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Marietta, Georgia. On its latest Form ADV, filed March 12, 2026, it reports $108M in regulatory assets under management, 66 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 160102 |
| Office | 630 Village Trace Building 15, Suite B Marietta, GA 30067 |
| Phone | (404) 719-4222 |
| Website | Not listed |
| Regulatory assets under management | $108M |
| Individual clients | 32 non-high-net-worth, 34 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Marietta
- American Financial Advisors, LLC. $950M
- Wiser Wealth Management, Inc $514M
- Marietta Wealth Management, LLC $1.4B
- Proactive Wealth Strategies, LLC $316M
- Narwhal Capital Management $2.1B
- Strickland Davis Advisors LLC $121M
See all 17 fee-only advisers in Marietta →
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