DM
DM
Denver Mccallister
25 Years of Experience
Canton, OH
3 Disclosures
Denver Mccallister is a registered investment advisor at Williamson Wealth Management, based in Canton, OH, with 25 years of industry experience. Denver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 129 clients with $33M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$256K average
Assets Under Management
$33.0M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4067 Whipple Ave Nw, Suite A, Canton, OH, 44718
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
July 2018Customer Dispute
July 2012Denied
Customer Dispute
December 2008Closed-No Action
Employment History
Current Registrations
Williamson Wealth Management
January 2025 - Present · 1 yr 4 mos
Previous Registrations
San Blas Securities LLCBroker
June 2023 - December 2024 · 1 yr 6 mos
Cetera Investment Advisers LLC
April 2012 - June 2023 · 11 yrs 2 mos
Cetera Financial Specialists LLCBroker
March 2012 - June 2023 · 11 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2008 - April 2012 · 3 yrs 6 mos
National Planning CorporationBroker
October 2008 - April 2012 · 3 yrs 6 mos
Aig Financial Advisors, INC.Broker
October 2005 - October 2008 · 3 yrs
Aig Financial Advisors, INC.
October 2005 - October 2008 · 3 yrs
Sunamerica Securities, INC.
April 2005 - October 2005 · 6 mos
Sunamerica Securities, INC.
July 2004 - December 2004 · 5 mos
Sunamerica Securities, INC.
October 2003 - December 2003 · 2 mos
Sunamerica Securities, INC.Broker
January 2003 - October 2005 · 2 yrs 9 mos
Fifth Third Securities, INC.Broker
July 2001 - August 2002 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
November 1999 - June 2001 · 1 yr 7 mos
State Registrations2 states
OHWV
Advisor
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Exams
No exam information available for this advisor.