Bo Wilkinson
Albion Financial Group · Salt Lake City, Utah
Bo Wilkinson is a fee-only financial advisor at Albion Financial Group in Salt Lake City, Utah. Albion Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Bo →
Facts
| Firm | Albion Financial Group |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $2.01B across 2,298 accounts |
| SEC registration | Investment adviser representative in UT · CRD 8135934 |
| Exams passed | Series 65 (2025) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.albionfinancial.com |
How Bo's firm compares
- Albion Financial Group's average account is about $876,000, from its Form ADV (assets managed divided by 2,298 accounts).
Request an introduction to Bo
Tell Bo a little about what you're looking for. Bo isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bo
Is Bo Wilkinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bo holds no broker registration, and Albion Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bo charge for financial advice?
Bo's firm, Albion Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Bo Wilkinson based?
Bo Wilkinson is based in Salt Lake City, Utah.
Is Bo Wilkinson registered with the SEC?
Yes. Bo Wilkinson is registered as an investment adviser representative in UT (CRD 8135934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Albion Financial Group manage?
Albion Financial Group reports $2.01B across 2,298 accounts in assets under management.
How do I contact Bo Wilkinson?
Through Bo's website, www.albionfinancial.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
- 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.
See something wrong? Request a correction. Read our methodology.