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C.W. O'Conner Wealth Advisors, Inc.

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Client assets under management

$264,615,105

Clients

135

51% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

45

Typical

Average account size

$1,960,112

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Real estate investing

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Fee options

Fixed

Option to charge a fixed fee for wealth management services as an alternative to percentage of assets fees

Percentage

$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%

Other

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 location

C.W. O'Conner Wealth Advisors, Inc.

3175 Satellite Boulevard, Suite 110

Duluth GA 30096, United States

Number of offices

2

Most active in

More info

Georgia · South Carolina

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 770-368-9919

Advisors at this firm

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user avatar

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.

Wealth management Real estate investing
user avatar

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.

Wealth management Real estate investing
user avatar

Kassia J

Series 66

Duluth, GA

C.W. O'Conner Wealth Advisors, Inc.

Kassia Jezak is a financial advisor with C.W. O'Conner Wealth Advisors, Inc. in Duluth, GA, holding a Series 66 designation and having two years of industry experience. Her prior experience includes roles at Fidelity Investments and Coyote Logistics LLC/RXO Inc. She has also spent multiple years affiliated with The University of Alabama in various capacities. C.W. O'Conner Wealth Advisors, Inc. is an independent, fee-only registered investment adviser with a three-advisor team managing over $260 million for approximately 135 clients. The firm offers tailored wealth management, investment management, financial planning, and retirement-plan advisory services to a diverse client base, providing both discretionary and non-discretionary portfolio management alongside non-investment consulting such as real estate and income tax planning.

Wealth management Real estate investing
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