C.W. O'Conner Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$264,615,105
Clients
135
51% high-net worth
Advisors
3
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
45
TypicalAverage account size
$1,960,112
About
C. W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser with a three-advisor team managing roughly $264.6 million for about 135 clients. The firm provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors.
The firm develops client-specific strategies after an initial suitability review and offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing. It may recommend third-party investment advisers for all or part of a client’s portfolio and includes selection of such TPAs in its advisory services while not sharing in the TPA’s advisory fees; the firm also incorporates non-investment consulting such as real estate and income tax planning when appropriate.
Noteworthy features include a long operating history (since 1995) and a relatively small advisory team managing a substantial asset base, with approximately $30.7 million reported as assets under advisement. The firm does not accept performance-based fees, does not vote client proxies, may serve as trustee for certain client accounts, and discloses use of standing letters of authorization for third‑party wire transfers while affirming it meets the conditions that avoid a surprise custody audit.
Client services
Expertise
Fee options
Option to charge a fixed fee for wealth management services as an alternative to percentage of assets fees
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000 for new clients (effective 01/01/2026) Fee-only: Fee-only independent financial adviser; fees are asset-based or fixed fees
Main office location
C.W. O'Conner Wealth Advisors, Inc.
3175 Satellite Boulevard, Suite 110
Duluth GA 30096, United States
Number of offices
2
Most active in
Georgia · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")