Glenn Williams is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 38 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
303 Perimeter Center North, Suite 300, Atlanta, GA, 30346
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Glenn is the President of U. S. Planning Group, Inc., a Georgia S Corporation, since 1995. He acts as a supervisor, coach, and trainer for Registered Representatives and Investment Adviser Representatives affiliated with Osaic Wealth Inc. and U.S. Planning Group, Inc., dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Private Client Services, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
1717 Capital Management Company
1717 Capital Management CompanyBroker
Allmerica Investments, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.