A complete list of active advisors currently associated with Willie J. Price, Inc

Warmer can help you find a great advisor at Willie J. Price, Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Willie J. Price, Inc, 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.