Donald Wilson
Pandowealth. · Tucker, Georgia
Donald Wilson is a fee-only financial advisor at Pandowealth. in Tucker, Georgia, who holds the CFP and CFA credentials. Pandowealth. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pandowealth. |
|---|---|
| Based in | Tucker, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $500.3M across 2,060 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA · CRD 3062301 |
| Exams passed | Series 65 (2005) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.cfa401k.com |
How Donald's firm compares
- Pandowealth.'s average account is about $243,000, from its Form ADV (assets managed divided by 2,060 accounts).
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Questions about Donald
Is Donald Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Pandowealth. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Pandowealth., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Wilson based?
Donald Wilson is based in Tucker, Georgia.
What credentials does Donald Wilson hold?
Donald Wilson holds the CFP and CFA credentials.
Is Donald Wilson registered with the SEC?
Yes. Donald Wilson is registered as an investment adviser representative in GA (CRD 3062301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pandowealth. manage?
Pandowealth. reports $500.3M across 2,060 accounts in assets under management.
How do I contact Donald Wilson?
Through Donald's website, www.cfa401k.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.
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