McWilliams Financial Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$0
About
McWilliams Financial Advisory Group LLC is a solo, fee‑based financial planning firm that serves a very small client roster including pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Its services focus on comprehensive financial planning, pension consulting, educational seminars and workshops, and referrals to third‑party money managers rather than direct portfolio management.
The firm evaluates each client’s circumstances, delivers written plans and periodic reviews, and acts as a liaison to third‑party money managers, providing necessary paperwork and ongoing client support. It does not custody client assets or trade client accounts directly and generally does not provide discretionary portfolio management for individual accounts.
Noteworthy aspects relative to peers include an affiliated insurance practice that may lead to insurance product recommendations, a documented practice of running public seminars and workshops, and a specific emphasis on pension consulting—features that are uncommon for independent solo advisers. The firm’s very small client base and its business model of referring clients to external managers (with disclosed referral arrangements and vendor benefits) distinguish it from peers that primarily manage assets in‑house.
Client services
Expertise
Fee options
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
Main office location
McWilliams Financial Advisory Group LLC
Five Concourse Parkway, Suite 3000
Atlanta GA 30328, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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