Williamson Wealth Management fees and pricing
Financial planner in Canton, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Williamson Wealth Management charges $150-$200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$200/hr
“We charge an hourly fee ranging from $150 to $200 for our consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Williamson Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our consulting fees are negotiable depending on the level and scope of the services.”
- “The fees will be agreed upon prior to rendering the consulting services and due upon completion of the consulting service.”
- “The annual fee is negotiable based on the plan’s size, complexity of the plan, number of plan participants, location of the participants, the estimated number of meetings and other negotiated factors.”
How Williamson Wealth Management’s fees compare
- Its hourly rate of $150-$200 is below the Ohio median of $250. 18% of the 219 other Ohio planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Canton that publish an hourly rate charge less.
About Williamson Wealth Management
“Clients with less than $50,000 to invest, we offer investment planning services for a fee.”
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 182
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $46,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290697
- Phone
- (330) 493-7300
Can advise clients in 2 states: Ohio, West Virginia
Other planners in Canton that publish fees
- Aan Wealth Advisors LLCCanton$250/hr
- Affinity Wealth LLCCanton$300/mo
- Boutique Wealth Advisors LLCCanton$200-$5,000, $625/qtr
- George Financial ServicesCanton$25-$100/hr
- Strong Investment Management, LLCCanton$250-$950
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.