Williamson Ross Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Williamson Ross advises individuals, families, high-net-worth households, and small businesses through personal wealth management, non‑discretionary portfolio management, guided portfolio recommendations, and retirement plan consulting. The firm expanded its service menu in 2024 to add guided portfolios and small‑business retirement plan consulting and reported no client assets under advisement as of December 31, 2024.
The firm’s investment process is a top‑down framework grounded in Modern Portfolio Theory with selective use of Post‑Modern Portfolio Theory, applying mean‑variance optimization and Monte Carlo simulations alongside fundamental analysis and some technical analysis. Services are primarily non‑discretionary, with clients retaining custody and trade execution, and the firm offers both ongoing AUM‑based portfolio services and one‑off guidance plus hourly consulting arrangements.
Williamson Ross maintains a formal due‑diligence process to identify and recommend third‑party managers from a select pool and periodically participates in turnkey asset management programs, so clients may be referred to external advisers for implementation. The managing member’s involvement in academic instruction complements the firm’s educational, workshop‑style interactions and one‑off advisory engagements, a combination of adviser‑selection, educational emphasis, and hourly consulting that is less common among peer investment managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Business planning and financial analysis for small businesses
Business planning and financial analysis for small businesses
Expertise
Retirement plans for business owners (SEP, solo 401k)
Retirement withdrawal strategies
Charitable giving tax strategies
Options & derivatives strategies
Concentrated stock management
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.5% $500,001 - $2,000,000: 1.0% $2,000,001 - $5,000,000: 0.5% $5,000,001+: 0.25%
$200 per hour with one-hour minimum; thereafter charged in 15-minute increments
Account minimum: $25,000
Main office location
Williamson Ross Financial
Canton MI, United States
Number of offices
1
Most active in
Williamson Ross Financial has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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