Advisor at Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
John Williamson is a Series 65 licensed advisor with Wealth Management in Cullman, Alabama, bringing eight years of industry experience. He previously operated Jeb Williamson CPA LLC for over two decades and currently works with Stroup & Associates CPAs. Williamson serves on the boards of the Cullman Regional Foundation and the Cullman Housing Authority. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs, with integrated tax and administrative support services.
Based on Wealth Management
Based on Wealth Management
Fees may be negotiated including fixed fees for services
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Up to $250 per hour for financial planning services when charged separately
Fee-only: Hourly fees up to $250 per hour for financial planning services when charged separately; fees may be negotiated including fixed fees
418 1st Ave Se
Cullman, AL 35055
Alabama
Stroup & Associates CPAs
2025 - Present (1 year)
Wealth Management, LLC
2017 - Present (9 years)
Jeb Williamson CPA LLC
2004 - 2025 (21 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
PFS™
Cullman, AL
Halcyon Professional Advisors
Series 63, Series 65
Cullman, AL
Next Phase Advisors
Series 65
Cullman, AL
Next Phase Advisors
Series 65
Cullman, AL
Uptick Partners, LLC
Series 63, Series 65
Cullman, AL
Transamerica Financial Advisors
Series 63, Series 65
Cullman, AL
Transamerica Financial Advisors
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