Benjamin Wilson
Wilson + Boucher · Fairfax, California
Benjamin Wilson is a fee-only financial advisor at Wilson + Boucher in Fairfax, California. Benjamin focuses on estate & legacy planning and tax planning. Wilson + Boucher reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wilson + Boucher |
|---|---|
| Based in | Fairfax, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $280.4M across 467 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4551276 |
| Exams passed | Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wilsonboucher.com |
| Profile |
How Benjamin's firm compares
- Wilson + Boucher's average account is about $600,000, from its Form ADV (assets managed divided by 467 accounts).
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Questions about Benjamin
Is Benjamin Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Wilson + Boucher reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Wilson + Boucher, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Wilson based?
Benjamin Wilson is based in Fairfax, California.
What does Benjamin specialize in?
Benjamin's specialties include estate & legacy planning and tax planning.
Is Benjamin Wilson registered with the SEC?
Yes. Benjamin Wilson is registered as an investment adviser representative in CA (CRD 4551276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wilson + Boucher manage?
Wilson + Boucher reports $280.4M across 467 accounts in assets under management.
How do I contact Benjamin Wilson?
Through Benjamin's website, www.wilsonboucher.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Other advisors in California who focus on estate & legacy planning
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
- Wilson + Boucher 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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