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They include 291 individual clients, 52 high-net-worth individuals, and 3 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Williamson Legacy Group offer?","answer":"Williamson Legacy Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Williamson Legacy Group charge?","answer":"Williamson Legacy Group charges 0.10%–1.50% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"WILLIAMSON LEGACY GROUP ADV PART 2A BROCHURE 3 2026, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Williamson Legacy Group use?","answer":"Williamson Legacy Group’s separately managed account assets are held at First Clearing, LLC (St. Louis, MO), with $183M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Williamson Legacy Group have?","answer":"Williamson Legacy Group has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Williamson Legacy Group invest in?","answer":"At the end of its last fiscal year, Williamson Legacy Group’s separately managed accounts held 73% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Williamson Legacy Group?","answer":"Williamson Legacy Group’s direct owner is Joseph Williamson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Williamson Legacy Group get paid?","answer":"Williamson Legacy Group is paid through a percentage of assets under management and fixed fees. 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