Chad Williamson
Chad Williamson is a CFP-designated registered investment advisor at Gratus Wealth Advisors LLC, based in Virginia Beach, VA, with 9 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 418 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gratus Wealth Advisors charges a percentage of the total assets they manage for you. The exact fee is negotiable, but it will not exceed 1.35% annually. This fee is paid quarterly in advance, based on the value of your account at the end of the previous quarter.
Location
192 Ballard Ct, Ste 101, Virginia Beach, VA, 23462
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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
Chad is a Managing Partner at Gratus Wealth Advisors, a financial services business, dedicating full-time hours. He also works as an insurance agent providing insurance advice, spending a few hours per week. Additionally, Chad serves as a Deacon at Virginia Beach Community Chapel, spending minimal time connecting church members with financial support.
Employment History
Current Registrations
Gratus Wealth Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Newedge Advisors
Newedge Securities, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
State Registrations1 state
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.