# Cliff O'Conner

> Cliff O'Conner is a fee-only financial advisor at C.W. O'Conner Wealth Advisors, Inc. in Duluth, Georgia, who holds the ChFC, CIMA and CPWA credentials. Cliff focuses on small business owners, retirement planning and founders (pre-exit). C.W. O'Conner Wealth Advisors, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cliff-oconner/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** C.W. O'Conner Wealth Advisors, Inc.
- **Based in:** Duluth, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $264.6M across 464 accounts
- **Credentials:** ChFC, CIMA, CPWA
- **Specialties:** Small business owners, Retirement planning, Founders (pre-exit)
- **Works with:** Founders, Executives, High earners
- **CRD:** 2192846 (https://adviserinfo.sec.gov/individual/summary/2192846)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1992), Series 65 (1994)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://cwoconner.com

## Frequently asked questions

### Is Cliff O'Conner a fee-only financial advisor?

Yes. Cliff O'Conner is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cliff's firm.

### How does Cliff charge for financial advice?

Cliff's firm, C.W. O'Conner Wealth Advisors, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Cliff O'Conner based?

Cliff O'Conner is based in Duluth, Georgia.

### What does Cliff specialize in?

Cliff's specialties include small business owners, retirement planning and founders (pre-exit). Cliff works with founders, executives and high earners.

### What credentials does Cliff O'Conner hold?

Cliff O'Conner holds the ChFC, CIMA and CPWA credentials.

### Is Cliff O'Conner registered with the SEC?

Yes. Cliff O'Conner is registered as an investment adviser representative in GA (CRD 2192846), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does C.W. O'Conner Wealth Advisors, Inc. manage?

C.W. O'Conner Wealth Advisors, Inc. reports $264.6M across 464 accounts in assets under management.

### How do I contact Cliff O'Conner?

Through Cliff's website, cwoconner.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3877): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://cwoconner.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.