Chad Williamson
Gratus Wealth Advisors · Virginia Beach, Virginia
Chad Williamson is a fee-only financial advisor at Gratus Wealth Advisors in Virginia Beach, Virginia, who holds the CFP credential. Gratus Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Gratus Wealth Advisors |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $822.2M across 1,142 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6603651 |
| Exams passed | Series 66 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.gratuswealthadvisors.com |
| Profile |
How Chad's firm compares
- Gratus Wealth Advisors's average account is about $720,000, from its Form ADV (assets managed divided by 1,142 accounts).
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Questions about Chad
Is Chad Williamson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Gratus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, Gratus Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chad Williamson based?
Chad Williamson is based in Virginia Beach, Virginia.
What credentials does Chad Williamson hold?
Chad Williamson holds the CFP credential.
Is Chad Williamson registered with the SEC?
Yes. Chad Williamson is registered as an investment adviser representative in VA (CRD 6603651), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gratus Wealth Advisors manage?
Gratus Wealth Advisors reports $822.2M across 1,142 accounts in assets under management.
How do I contact Chad Williamson?
Through Chad's website, www.gratuswealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gratus Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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