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Willie J. Price, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Willie J. Price, Inc. is a registered investment adviser that provides financial planning, consulting and limited-purpose advice primarily to individual clients through consultations rather than ongoing portfolio management. The firm’s services emphasize qualitative, lifestyle- and behavior-focused guidance and it does not manage investment advisory accounts, accept custody, or provide investment supervisory services.
The firm operates on a fee-for-service basis and bills clients on an hourly schedule when services are provided, with fees negotiable and billed at the time of service rather than as a percentage of assets. Advice is delivered in response to client questions and issues and is generally educational or descriptive about security types and risks, leaving implementation choices to the client.
Distinctive aspects disclosed in the brochure include that the firm’s principal is also a registered representative of a broker-dealer (LPL Financial) and a licensed insurance agent, and may offer implementation through those channels that could generate commissions, 12b‑1 fees or trail compensation; these potential conflicts are disclosed to clients. Unlike most firms in its regulatory category, it does not accept percentage-of-AUM or performance-based fees, does not take discretionary trading authority, and reserves the right to recommend or require use of the affiliated broker-dealer for execution.
Client services
Financial planning
Expertise
Life insurance needs analysis
Fee options
Commissions from securities sales through LPL Financial; insurance commissions and trails
$295.00 per hour, fees are negotiable
Fee-only: $295.00 per hour, fees are negotiable
Main office location
Willie J. Price, Inc
Arden Hills MN, United States
Number of offices
1
Most active in
Willie J. Price, Inc has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
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