William Davidson
Park Wealth Management · Greensboro, North Carolina
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Park Wealth Management |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model | Hourly |
| Assets under management | $34.2M across 196 accounts |
| SEC registration | Investment adviser representative in NC, TN, TX · CRD 5677089 |
| Exams passed | Series 63 (2009) · Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | parkwealthmgt.com |
How William's firm compares
- Park Wealth Management's average account is about $175,000, from its Form ADV (assets managed divided by 196 accounts).
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Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Park Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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