Williamson Wealth Management logo

Williamson Wealth Management

Updated today

Client assets under management

$46,000,000

Clients

182

4% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

61

High

Average account size

$252,747

About

The firm serves individual clients (including high-net-worth households), corporations and charitable organizations, managing roughly $46 million across about 182 accounts with a three-advisor team. Its services include discretionary and non‑discretionary portfolio management (stocks, bonds, mutual funds, ETFs and options), retirement-plan advisory and consulting, and basic investment planning for smaller accounts.

The firm employs an active, sector-driven approach that combines fundamental and technical analysis and conducts daily portfolio reviews; it routinely uses options for hedging, income generation and tactical entry/exit. For qualified retirement plans it provides ERISA-focused services — including investment policy development, fiduciary monitoring, participant education and model portfolios — and can act in a discretionary 3(38)-style capacity or provide non-discretionary participant advice.

Noteworthy differences from many peers include an affiliation with an insurance agency (R&S Insurance Agency) and insurance-licensed representatives who may receive commission compensation for insurance sales, a disclosed potential conflict of interest. The firm also emphasizes client communications and education beyond standard custodial statements — committing to annual summaries of material changes, offering training and participant seminars for plan committees, and utilizing custodian-provided compliance publications — practices that are less common among similar advisers.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

$0 - $500,000: 2% $500,000 - $2,000,000: 1.5% $2,000,000+: 1%

Project-based

$150 to $200 per hour, negotiable

Other

Account minimum: $50,000

Main office location

Williamson Wealth Management

4067 Whipple Ave Nw, Suite A

Canton OH 44646, United States

Number of offices

1

Most active in

Ohio · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Steven W

Series 66

Canton, OH

Williamson Wealth Management

Steven Williamson is a financial advisor with Williamson Wealth Management in Canton, Ohio, holding a Series 66 license and 18 years of industry experience. He has been with Blackstone Wealth Management since 2017 and has involvement with Legacy Investment Group since 2009. Outside of advisory work, he operates as an independent insurance agent focusing on life insurance and fixed products. Williamson Wealth Management serves individual, corporate, and charitable clients, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, including options strategies for hedging and income generation, and provides ERISA-focused retirement plan advisory services.

Options & derivatives strategies Active portfolio management
user avatar

Denver M

Series 63, Series 66

Canton, OH

Williamson Wealth Management

Denver Mccallister is a financial advisor at Williamson Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2012 and joined Williamson Wealth Management in 2025. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts. The firm utilizes an active, sector-driven investment approach that includes fundamental and technical analysis, options strategies, and ERISA-focused services for qualified retirement plans.

Options & derivatives strategies Active portfolio management
user avatar

Margaret F

Series 65

Canton, OH

Williamson Wealth Management

Margaret Frease is a financial advisor at Williamson Wealth Management with 14 years of industry experience. She holds a Series 65 designation and has worked previously at Blackstone Wealth Management Inc. and Legacy Investment Group, LLC. She has also been self-employed since 1998. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts. The firm uses an active, sector-driven investment approach that combines fundamental and technical analysis, including the routine use of options for various portfolio strategies.

Options & derivatives strategies Active portfolio management
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