Williamson Price Modern Wealth Management LLC fees and pricing
Financial planner in Reno, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 7, 2026, Williamson Price Modern Wealth Management LLC charges a flat or project fee of $2,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$25,000
“Services are offered based on a flat fee between $2,000 and $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Williamson Price Modern Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Williamson Price Modern Wealth Management LLC’s fees compare
- Its flat or project fee of $2,000-$25,000 spans the Nevada median of $5,000. 86% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 9 of the 10 other planners in Reno that publish a flat or project fee charge less.
About Williamson Price Modern Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 342501
- Phone
- (775) 232-9190
Other planners in Reno that publish fees
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Athena Wealth Management, LLCReno$500/hr, $1,000-$10,000
- Belpointe Asset Management LLCReno$500/hr
- Caskwise Capital IncReno$3,500-$15,000, $1,200/qtr
- Discretionary Inc.Reno$350/hr, $5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.