Bret Wilson
Wilson Investment Services · Rockwall, Texas
Bret Wilson is a fee-only financial advisor at Wilson Investment Services in Rockwall, Texas. Wilson Investment Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wilson Investment Services |
|---|---|
| Based in | Rockwall, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $14.3M across 43 accounts |
| SEC registration | Investment adviser representative in TX · CRD 3274285 |
| Exams passed | Series 63 (1999) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wilsoninvestmentservices.com |
| Profile |
How Bret's firm compares
- Wilson Investment Services's average account is about $332,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Bret
Is Bret Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bret holds no broker registration, and Wilson Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bret charge for financial advice?
Bret's firm, Wilson Investment Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Bret Wilson based?
Bret Wilson is based in Rockwall, Texas.
Is Bret Wilson registered with the SEC?
Yes. Bret Wilson is registered as an investment adviser representative in TX (CRD 3274285), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wilson Investment Services manage?
Wilson Investment Services reports $14.3M across 43 accounts in assets under management.
How do I contact Bret Wilson?
Through Bret's website, www.wilsoninvestmentservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockwall
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.
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