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Williamson Advisory Services, Inc.

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Client assets under management

$108,379,258

Clients

66

52% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

33

Low

Average account size

$1,642,110

About

Williamson Advisory Services, Inc. is a small, registered investment adviser that provides personalized portfolio management and pension consulting to individual investors, high‑net‑worth clients, and employee benefit plans. The firm manages roughly $108 million for about 66 clients and operates with a two‑advisor team.

The firm’s investment process emphasizes fundamental analysis and longer‑term purchase strategies, with portfolios built to match each client’s objectives, risk tolerance, and liquidity needs and then monitored and rebalanced on an ongoing basis. It offers both discretionary and non‑discretionary arrangements and notes that tax efficiency is not its primary management objective, so clients are encouraged to consult tax professionals as appropriate.

A distinguishing feature is the firm’s affiliation, through common ownership, with a separate CPA/accounting practice; the firm discloses that the accounting practice provides tax preparation and related services and that those services are separate and optional for advisory clients. The combination of a small advisory team and an affiliated accounting practice is relatively uncommon among similar firms and may facilitate coordination between investment advice and accounting or tax discussions, while clients remain free to use other providers.

Client services

Portfolio management Pension consulting

Expertise

Wealth management

Fee options

Fixed

Pension consulting services fees range from $1,000 to $6,000 annually, based on scope and complexity

Percentage

Up to 1% annually, exact fee negotiable

Other

Account minimum: $250,000

Main office location

Williamson Advisory Services, Inc.

630 Village Trace, Building 15, Suite B

Marietta GA 30067-1516, United States

Number of offices

1

Most active in

More info

Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

404-719-4222

Advisors at this firm

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Julie W

Series 65

Marietta, GA

Williamson Advisory Services, Inc.

Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.

Wealth management
user avatar

George W

Series 65

Marietta, GA

Williamson Advisory Services, Inc.

George Williamson is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Williamson Advisory Services, Inc. since 2011 and is also the owner of a certified public accounting firm, George B. Williamson, CPA, LLC. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans. The firm manages approximately $105 million across 73 clients, offering discretionary and non-discretionary portfolio management along with pension consulting services, combining investment management with affiliated CPA resources under common control.

Wealth management
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