Thomas
Williams

Aon Retirement Plan Advisors, LLC

CRD#4641870
Investment Advisor
in Atlanta, GA
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About this Advisor

Thomas Williams is a chartered financial analyst working out of Atlanta, Georgia, who has been in the advisory business for 10 years. Williams is an employee of Aon Retirement Plan Advisors, LLC. Throughout their career, they have worked at Aon Retirment Plan Advisors LLC and Aon Benfield Securities, Inc. Williams holds a Series 63 license, which qualifies them as a securities representative, and is able to operate in Georgia. Aon Retirement Plan Advisors, LLC is a financial advisory business based in Atlanta, Georgia. The company has offices in two locations and a total of eight employees. It manages $3 million in total assets across its 16 customer accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 16 customer accounts, 19% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Aon Retirement Plan Advisors, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees largely vary depending on the type of services. Fee types charged by Aon Retirement Plan Advisors, LLC may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

3550 Lenox Road Ne Suite 1700
Atlanta, GA 30326

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Aon Retirement Plan Advisors, LLC Brokerage Details

Total Assets Under Management

$2,695,996

GA Average: $3,570,121,308
Total Number of Employees

8

GA Average: 58
Total Number of Accounts

16

GA Average: 1,608
Average Account Size

$168,500

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Thomas Williams Work History

Thomas has 10 years of experience.

2009 - Present (10 years)

Aon Benfield Securities, Inc

2008 - Present (11 years)

Aon Retirment Plan Advisors LLC

Disclosures

Thomas Williams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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