Shawn Williamson
Shawn Williamson is a CFP-designated registered investment advisor at Allegiance Financial Group, based in Vienna, VA, with 29 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 583 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Legacy clients and friends and family of employees may pay lower fees.
Fee Estimator
Location
374 Maple Avenue East, Suite 204, Vienna, VA, 22180
Get directionsHistory
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
Shawn is a partner in Allegiance Financial Group Advisory Services LLC and Allegiance Financial Group, offering advisory and financial services, dedicating about half his time to these activities. Shawn also works as a fixed insurance agent, dedicating minimal time to this role.
Employment History
Current Registrations
Allegiance Financial Group
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Acorn Financial Advisory Services, INC.
H. Beck, INC.
H. Beck, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations28 states
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.