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Allison Williams

Stratos Wealth Partners, LTD
18 Years of Experience
San Diego, CA
View SEC Summary
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Allison Williams is a registered investment advisor at Stratos Wealth Partners, LTD, based in San Diego, CA, with 18 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Stratos Wealth Partners, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
384 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

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

Location

12348 High Bluff Drive, Suite 200, San Diego, CA, 92130

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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 Activities

Allison is associated with BWM Financial as a Registered Investment Adviser DBA since 2021. She also spends full-time with Stratos Wealth Partners as a Registered Investment Advisor Hybrid since 2015.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
September 2015 - July 2019 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
October 2007 - September 2015 · 7 yrs 11 mos
Wells Fargo Advisors, LLCBroker
June 2007 - September 2015 · 8 yrs 3 mos
State Registrations3 states
CALATX
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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