Williamson Price Modern Wealth Management LLC

Overview

Williamson Price Modern Wealth Management LLC is organized as a limited liability company with individual ownership. The firm provides fee-based financial planning and discretionary portfolio management focused on individuals and small businesses, and it also offers pension consulting services. Its client billing mixes percentage-of-assets and fixed-fee arrangements. The firm identifies as an active ESG investor and holds an industry affiliation as a real estate broker. FINTRX classifies the firm as unclassified and indicates it is not a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices