C.W. O'Conner Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
C. W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser with a three-advisor team managing roughly $264.6 million for about 135 clients. The firm provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors.
The firm develops client-specific strategies after an initial suitability review and offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing. It may recommend third-party investment advisers for all or part of a client’s portfolio and includes selection of such TPAs in its advisory services while not sharing in the TPA’s advisory fees; the firm also incorporates non-investment consulting such as real estate and income tax planning when appropriate.
Noteworthy features include a long operating history (since 1995) and a relatively small advisory team managing a substantial asset base, with approximately $30.7 million reported as assets under advisement. The firm does not accept performance-based fees, does not vote client proxies, may serve as trustee for certain client accounts, and discloses use of standing letters of authorization for third‑party wire transfers while affirming it meets the conditions that avoid a surprise custody audit.
Client services
Expertise
Fee options
Option to charge a fixed fee for wealth management services as an alternative to percentage of assets fees
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000 for new clients (effective 01/01/2026) Fee-only: Fee-only independent financial adviser; fees are asset-based or fixed fees
Main office
3175 Satellite Boulevard, Suite 110
Duluth GA 30096
Advisors at this office
2
Most active in
Georgia · South Carolina
Also doing business as
C.W. O'conner & Associates, Inc. · C.W. O'conner Wealth Advisors, Inc. · Clifford W. O'conner
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
Kevin O
ChFC®
Duluth, GA
C.W. O'Conner Wealth Advisors, Inc.
Kevin O'Conner is a ChFC®-designated advisor at C.W. O'Conner Wealth Advisors, Inc. with two years of industry experience. He has been with the firm since 2023, following a prior 10-year period at the same firm under a slightly different naming convention. C.W. O'Conner Wealth Advisors, Inc. is a fee-only independent registered investment adviser with a three-advisor team managing approximately $264.6 million for about 135 clients. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors, using client-specific strategies and both discretionary and non-discretionary portfolio management.
Clifford O
ChFC®, Series 63, Series 65
Duluth, GA
C.W. O'Conner Wealth Advisors, Inc.
Clifford O'Conner is a financial advisor at C.W. O'Conner Wealth Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 23 years of industry experience. Clifford has been with C.W. O'Conner Wealth Advisors since 1995. C.W. O'Conner Wealth Advisors, Inc. is a fee-only, independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers wealth management, investment management, financial planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary portfolio management along with ongoing monitoring and rebalancing.
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