A complete list of active advisors currently associated with Williamson Price Modern Wealth Management LLC
Warmer can help you find a great advisor at Williamson Price Modern Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Williamson Price Modern Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reno, NV
| 0
| |
Reno, NV
| 19
|
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