Advisor.com
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advisor.com provides investment management and financial consulting primarily to individual investors, with services delivered through its Advisor Wealth Management (AWM) platform and a separate Summit Wealth Group for higher‑net‑worth needs; it also operates an online referral platform that introduces prospective clients to affiliated and unaffiliated advisers. Offerings include model‑based portfolio management, financial planning, and non‑investment implementation recommendations such as tax preparation through third‑party providers.
The firm implements a range of ETF‑based asset allocation models that clients select with Advisor’s guidance; portfolios are model‑driven rather than individually tailored, and clients typically retain final approval over trades and implementation. A notable operational characteristic in the brochure is that the firm’s regulatory assets under management are advised on a non‑discretionary basis, with rebalancing and trade execution performed only after client approval.
Distinctive aspects compared with peers include the combination of a primarily non‑discretionary, model‑based investment program and an Advisor.com referral business that accepts one‑time fees from participating advisers, a structure the brochure discloses as a potential conflict of interest. The brochure also discloses a recent corporate conversion and a minority outside investor, and highlights certain bundled implementation services (for example, tax return preparation for participating clients) that are included under its flat‑fee arrangements.
Client services
Expertise
Fee options
Flat annual service fees ranging generally from $2,500 to $5,000 depending on services required
Commission-based compensation may be received from sale of securities or insurance products; does not reduce advisory fees
Minimum fee: Flat fee generally ranging from $2,500 to $5,000 per year; typical financial planning fees range from $3,750 to $5,000 per year Fee-only: Flat fees generally range from $2,500 to $5,000 per year for financial consulting; fees are negotiable and may vary based on services
Main office
See office525 King Street, Ste B
Charleston SC 29403
Advisors at this office
2
Offices (2)
Most active in
South Carolina
Also doing business as
Advisor Wealth Management · Advisor.Com · Advr, Inc · Advr, LLC · Summit Wealth Group
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:
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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.
Quick links
Advisors at this firm
Michael W
Series 66
Charleston, SC
Advisor.com
Michael Williamson is a financial advisor at Advisor.com with 14 years of industry experience. He holds a Series 66 designation and has worked at First Citizens Investor Services and First Citizens Bank since 2021, as well as Wells Fargo Advisors and Wells Fargo Bank from 2013 to 2021. Advisor.com serves individual investors and charitable organizations through its Advisor Wealth Management platform and operates an Advisor Referral Platform connecting clients with unaffiliated investment advisers. The firm manages approximately $51 million in regulatory assets and offers ETF-based asset-allocation models primarily on a non-discretionary basis, combining ongoing advisory services with a third-party referral business.
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.
Trigg W
Series 63, Series 66
Charlotte, NC
Advisor.com
Trigg Williamson is a financial advisor with Advisor.com, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Nuveen Securities, Nuveen Asset Management, Morgan Stanley, and Vanguard Marketing Corporation. Advisor.com provides investment management and financial consulting primarily to individual investors through a model-based, non-discretionary approach. The firm also operates a referral platform connecting clients with affiliated and unaffiliated advisers and offers services including financial planning and tax preparation through third-party providers.
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