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JW
CFP
JW
CFP

John Williams

Bison Wealth, LLC
26 Years of Experience
Atlanta, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Williams is a CFP-designated registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 26 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,003 clients with $2.7B in assets under management.

Bison Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
9,003 clients
Average Client Portfolio
$304K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and will not exceed 2.0% annually. Clients also pay an administrative fee of $10 per account per month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1180 West Peach St. Nw, Suite 1910, Atlanta, GA, 30309

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History

Regulatory History
Clean regulatory record

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.

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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
January 2025 - Present · 1 yr 9 mos
Metric Financial, LLCBroker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Bison Wealth, LLC
May 2013 - December 2024 · 11 yrs 7 mos
SA Stone Wealth Management INC.Broker
May 2013 - November 2022 · 9 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.
September 2003 - January 2008 · 4 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
August 2000 - January 2008 · 7 yrs 5 mos
State Registrations12 states
AZCACOFLGAMIMNNCSCTXVAWI
AdvisorBrokerBoth

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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