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George Williams

Wealthspire Retirement Advisory
31 Years of Experience
Norwell, MA
1 Disclosure
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George Williams is a registered investment advisor at Wealthspire Retirement Advisory, based in Norwell, MA, with 31 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,532 clients with $39B in assets under management.

Wealthspire Retirement Advisory
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
147 advisors
Number of Clients
7,532 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$38.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

141 Longwater Drive, Suite 101, Norwell, MA, 02061

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2016
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wealthspire Retirement Advisory
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Nationwide Investment Advisors, LLC
August 2013 - August 2023 · 10 yrs
Nationwide Investment Services CorporationBroker
May 2010 - August 2023 · 13 yrs 3 mos
Adp Broker-Dealer, INC.Broker
October 2008 - February 2010 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
January 2008 - July 2008 · 6 mos
Fidelity Investments Institutional Services Company, INC.Broker
May 1998 - January 2008 · 9 yrs 8 mos
Fidelity Brokerage Services, INC.Broker
September 1993 - May 1998 · 4 yrs 8 mos
Reynolds Kendrick Stratton, INC.Broker
July 1993 - July 1993 · 0 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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