Brian Williamson is a registered investment advisor at Veridian Capital Partners, based in Frederick, MD, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 762 clients with $470M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- The maximum hourly fee is $400.
- Flat fees range from $500 to $10,000.
Location
7101 Guilford Drive,, Suite 104, Frederick, MD, 21704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the principal of Estate Legal Services, LLC, providing legal estate planning, probate, and business succession services, dedicating about 10-20% of his time. He also serves as a board member and treasurer for the District of Columbia Arts Center, spending minimal time on this activity.
Employment History
Current Registrations
Veridian Capital Partners
Previous Registrations
Lighthouse Wealth Management
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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