Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michael W
Series 66
Charleston, SC
Advisor.com
Michael Williamson is a financial advisor with Advisor.com holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at First Citizens Bank, Wells Fargo, and Merrill. Advisor.com provides investment management and financial consulting primarily to individual investors through its model-based, non-discretionary portfolio management approach, combined with an online referral platform connecting clients to affiliated and unaffiliated advisers.
Kellen T
Series 66
Charleston, SC
Advisor.com
Kellen Thayer is a financial advisor at Advisor.com with seven years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and Goldman Sachs & Co. LLC. Advisor.com serves individual investors and charitable organizations through its Advisor Wealth Management platform, offering ETF-based asset-allocation models primarily on a non-discretionary basis. The firm also operates an Advisor Referral Platform that connects prospective clients with unaffiliated investment advisers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters