Cliff O'Conner
C.W. O'Conner Wealth Advisors, Inc. · Duluth, Georgia
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.
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Specialties
Who they serve
- Founders
- Executives
- High earners
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 | $264.6M across 464 accounts |
| Credentials | ChFC · CIMA · CPWA |
| SEC registration | Investment adviser representative in GA · CRD 2192846 |
| Exams passed | Series 63 (1992) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cwoconner.com |
| Profile |
How Cliff's firm compares
- C.W. O'Conner Wealth Advisors, Inc.'s average account is about $570,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Cliff
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- C.W. O'Conner Wealth Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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