Alexander Wilson
Provident Financial Planning · Addison, Texas
Alexander Wilson is a fee-only financial advisor at Provident Financial Planning in Addison, Texas. Alexander charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,000 a year and no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Provident Financial Planning |
|---|---|
| Based in | Addison, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $174.2M across 343 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8216285 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | providentfp.com |
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Questions about Alexander
Is Alexander Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Provident Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Alexander charge?
According to Provident Financial Planning's website, checked October 30, 2026: ongoing planning from $10,000 a year; no asset minimum.
Where is Alexander Wilson based?
Alexander Wilson is based in Addison, Texas.
What does Alexander specialize in?
Alexander's specialties include retirement planning, estate & legacy planning, tax planning, pension planning and small business owners. Alexander works with retirees, pre-retirees and high earners.
Is Alexander Wilson registered with the SEC?
Yes. Alexander Wilson is registered as an investment adviser representative in TX (CRD 8216285), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Provident Financial Planning manage?
Provident Financial Planning reports $174.2M across 343 accounts in assets under management.
How do I contact Alexander Wilson?
Through Alexander's website, providentfp.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
- Provident Financial Planning 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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