Trigg Williamson
Advisor.com · Charlotte, North Carolina
Trigg Williamson is a fee-only financial advisor at Advisor.com in Charlotte, North Carolina. Trigg charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (ongoing planning from $3,750 a year and 0.5% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Advisor.com |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,750 a year · 0.5% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $126.8M across 2,029 accounts |
| SEC registration | Investment adviser representative in CA, CO, IL, IN, MD, MI, NC, NJ, NY, SC, TX, VA, WA · CRD 7024411 |
| Exams passed | Series 63 (2019) · Series 66 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.awm.co |
| Profile |
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Questions about Trigg
Is Trigg Williamson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trigg holds no broker registration, and Advisor.com reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trigg charge for financial advice?
Trigg charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.
How much does Trigg charge?
According to Advisor.com's website, checked October 30, 2026: ongoing planning from $3,750 a year; 0.5% a year on the first tier of assets managed; no asset minimum.
Where is Trigg Williamson based?
Trigg Williamson is based in Charlotte, North Carolina.
What does Trigg specialize in?
Trigg's specialties include equity compensation, retirement planning, tax planning, small business owners and divorce financial planning. Trigg works with early-career professionals.
Is Trigg Williamson registered with the SEC?
Yes. Trigg Williamson is registered as an investment adviser representative in CA, CO, IL, IN, MD, MI, NC, NJ, NY, SC, TX, VA and WA (CRD 7024411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisor.com manage?
Advisor.com reports $126.8M across 2,029 accounts in assets under management.
How do I contact Trigg Williamson?
Through Trigg's website, www.awm.co.
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
- Advisor.com 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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