About the Firm
Independent advice, transparently delivered.
Williamson Price Modern Wealth is a fee-only fiduciary advisory firm based in Reno, Nevada. We serve retirees, pre-retirees, and business owners who want financial guidance they can trust — without wondering whose interests are really being served.
What fiduciary actually means — and why it matters.
A fiduciary is legally required to act in your best interest. Not "recommend suitable products." Not "disclose conflicts." Act in your best interest — full stop.
This distinction matters because most financial "advisors" are actually salespeople. They work for broker-dealers or insurance companies. They earn commissions when you buy certain products. Their legal obligation is only to avoid recommending something obviously inappropriate.
We operate differently. We are registered as an investment adviser with the SEC. We do not sell products. We do not accept commissions. Our compensation comes only from advisory fees paid directly by clients. When we recommend something, it's because we believe it's the right answer — not because we get paid more if you say yes.
How We Work
Principles, not policies.
Fee-only compensation
We are paid only by our clients, never by product providers. No commissions, no revenue sharing, no hidden incentives. Our interests are aligned with yours because our income depends on your success, not your transactions.
Evidence-based investing
We build portfolios based on decades of academic research — not market predictions, not hot tips, not proprietary funds with inflated fees. Low-cost, broadly diversified, tax-aware. The approach is boring by design, because excitement in investing usually means unnecessary risk.
Integrated planning
Retirement income, taxes, Social Security, estate documents, insurance — these decisions affect each other. We coordinate them in a single plan rather than addressing them in isolation. The goal is a coherent strategy, not a collection of disconnected recommendations.
Deliberate scale
We work with a limited number of client families so every relationship receives genuine attention. We are not building an empire. We are building a practice where depth matters more than volume.
Location
Based in Reno. Serving clients nationally.
Our office is in Reno, Nevada, but we work with clients across the country. Most of our meetings happen over video — it's simply more convenient for everyone. For local clients who prefer to meet in person, we're happy to do that too.
7665 Town Square Way Ste 201AReno, NV 89523
(775) 232-9190
Michael@WPModernWealth.com
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