Advisor at McWilliams Financial Advisory Group LLC
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Firm
McWilliams Financial Advisory Group LLC
Location
Atlanta, GA 30328
Credentials
CFP®, ChFC®, Series 63
Industry experience
22 years
Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.
Based on McWilliams Financial Advisory Group LLC
Based on McWilliams Financial Advisory Group LLC
Fixed fees for financial plans ranging from $1,500 to $4,000
$150 to $250 per hour
Fee-only: Fixed fees between $1,500 and $4,000; hourly fees between $150 and $250 per hour
Five Concourse Parkway, Suite 3000
Atlanta, GA 30328
Georgia
MCWILLIAMS Financial Advisory Group, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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