Williamson Price Modern Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers discretionary asset management, ERISA 3(38) retirement-plan services, and financial planning and consulting for individuals, trusts and businesses. Although its brochure describes these services in standard terms, the firm is newly formed and currently reports no assets under management or active client accounts.
Its investment process is discretionary and draws on multiple methods of analysis — including fundamental, technical, charting and cyclical approaches — and employs strategies from long‑term buy-and-hold to shorter-term trading and options. The firm also distinguishes plan-level fiduciary work (acting as a 3(38) investment manager with IPS development and investment option oversight) from non‑fiduciary participant education and enrollment support.
Distinctive features include an affiliation with a licensed real estate brokerage and principals’ material outside-business activities (retail operations and independent insurance sales), each disclosed in the brochure and noted as potential conflicts subject to the firm’s mitigation and disclosure policies. The combination of being a two-advisor, newly established firm with no current clients and these atypical outside activities differentiates it from most peers in the supported-firm category.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fee between $2,000 and $25,000
$2,000 - $200,000: 1.25% annually $200,001 - $2,000,000: 1.10% annually $2,000,001 - $5,000,000: 0.90% annually Over $5,000,000+: 0.70% annually
Account minimum: $2,000
Main office
7665 Town Square Way, Suite 201 A
Reno NV 89523
Advisors at this office
2
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Michael W
Series 63, Series 66
Reno, NV
Williamson Price Modern Wealth Management LLC
Michael Williamson is a Financial Advisor with Merrill Lynch Wealth Management, bringing 17 years of experience in helping individuals plan and execute retirement strategies. He focuses on understanding clients' financial goals to develop personalized wealth management plans that address investment, tax efficiency, and wealth preservation. Michael offers services that include corporate executive services, divorce transition planning, family wealth management, retirement income planning, portfolio management, and tax minimization. He serves as a resource for general investing, retirement planning, and unexpected financial needs, with access to additional Bank of America specialists for banking, credit, home financing, and small business solutions. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is registered under NMLS#1822400. He earned his high school diploma from Corsicana High School. Outside of his professional work, Michael enjoys adventure sports, camping, golfing, and hiking. His mission is to help clients navigate the complexities of personal finance by developing manageable and easy-to-understand financial plans aligned with their unique life goals.
Richard P
Series 65
Reno, NV
Williamson Price Modern Wealth Management LLC
Richard Price is a financial advisor at Williamson Price Modern Wealth Management LLC in Reno, NV. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, he has been involved in retail operations through Knuckle Dusters Vapor since 2014. Williamson Price Modern Wealth Management LLC provides discretionary asset management, ERISA 3(38) retirement-plan services, and financial planning for individuals, trusts, and businesses. The firm employs a multi-method investment approach and distinguishes between fiduciary plan-level management and non-fiduciary participant support.
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