John Williams
John Williams is a CFP-designated registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning. Their firm serves 3,152 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bison Wealth charges an advisory fee based on a percentage of the value of your account. The exact percentage is negotiable but will not exceed 2.0% annually. This fee covers investment advice and account servicing. Clients participating in the Overlay Program will be charged an additional fee not exceeding 1% of the Overlay Value. If third-party managers are used, clients will pay separate fees to those managers.
Location
1180 West Peach St. Nw, Suite 1910, Atlanta, GA, 30309
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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 ActivitiesSells Insurance
John owns ECOS Family Office, LLC, a holding company, dedicating minimal time. He is also a Managing Director/IAR at Bison Wealth, LLC, spending full-time hours, and a Registered Representative at Metric Financial LLC, spending about 10-20% of his time. Finally, John is an independent licensed insurance agent since 2002.
Employment History
Current Registrations
Bison Wealth, LLC
Metric Financial, LLCBroker
Previous Registrations
Bison Wealth, LLC
SA Stone Wealth Management INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations12 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.