# William Davidson

> William Davidson is a fee-only financial advisor at Park Wealth Management in Greensboro, North Carolina. William charges hourly fees and focuses on retirement planning, family wealth transfer and estate & legacy planning.

Page: https://find.wellspent.co/advisors/william-davidson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Park Wealth Management
- **Based in:** Greensboro, North Carolina
- **Fee model:** Hourly
- **Assets under management (firm):** $34.2M across 196 accounts
- **Specialties:** Retirement planning, Family wealth transfer, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 5677089 (https://adviserinfo.sec.gov/individual/summary/5677089)
- **SEC registration:** Investment adviser representative in NC, TN, TX
- **Exams passed:** Series 63 (2009), Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://parkwealthmgt.com

## Frequently asked questions

### Is William Davidson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Park Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William charges hourly fees.

### Where is William Davidson based?

William Davidson is based in Greensboro, North Carolina.

### What does William specialize in?

William's specialties include retirement planning, family wealth transfer and estate & legacy planning. William works with retirees.

### Is William Davidson registered with the SEC?

Yes. William Davidson is registered as an investment adviser representative in NC, TN and TX (CRD 5677089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Park Wealth Management manage?

Park Wealth Management reports $34.2M across 196 accounts in assets under management.

### How do I contact William Davidson?

Through William's website, parkwealthmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5677089): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.parkwealthmgt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.