Williamson Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Williamson Advisory Services, Inc. is a small, registered investment adviser that provides personalized portfolio management and pension consulting to individual investors, high‑net‑worth clients, and employee benefit plans. The firm manages roughly $108 million for about 66 clients and operates with a two‑advisor team.
The firm’s investment process emphasizes fundamental analysis and longer‑term purchase strategies, with portfolios built to match each client’s objectives, risk tolerance, and liquidity needs and then monitored and rebalanced on an ongoing basis. It offers both discretionary and non‑discretionary arrangements and notes that tax efficiency is not its primary management objective, so clients are encouraged to consult tax professionals as appropriate.
A distinguishing feature is the firm’s affiliation, through common ownership, with a separate CPA/accounting practice; the firm discloses that the accounting practice provides tax preparation and related services and that those services are separate and optional for advisory clients. The combination of a small advisory team and an affiliated accounting practice is relatively uncommon among similar firms and may facilitate coordination between investment advice and accounting or tax discussions, while clients remain free to use other providers.
Client services
Expertise
Fee options
Pension consulting services fees range from $1,000 to $6,000 annually, based on scope and complexity
Up to 1% annually, exact fee negotiable
Account minimum: $250,000
Main office
630 Village Trace, Building 15, Suite B
Marietta GA 30067-1516
Advisors at this office
2
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Julie W
Series 65
Marietta, GA
Williamson Advisory Services, Inc.
Julie Williamson is a financial advisor at Williamson Advisory Services, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Williamson Advisory Services since 2012. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans, managing approximately $105 million for about 73 clients. The firm offers both discretionary and non-discretionary portfolio management along with pension consulting, using fundamental analysis and longer-term strategies across multiple asset classes. It is affiliated with a CPA practice under common control, providing integrated investment and accounting resources.
George W
Series 65
Marietta, GA
Williamson Advisory Services, Inc.
George Williamson is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Williamson Advisory Services, Inc. since 2011 and is also the owner of a certified public accounting firm, George B. Williamson, CPA, LLC. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans. The firm manages approximately $105 million across 73 clients, offering discretionary and non-discretionary portfolio management along with pension consulting services, combining investment management with affiliated CPA resources under common control.
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