# Jackson Wilson

> Jackson Wilson is a fee-only financial advisor at Mauney-Pitt Financial Management in Shelby, North Carolina. Jackson focuses on small business owners, equity compensation and estate & legacy planning. Mauney-Pitt Financial Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jackson-wilson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mauney-Pitt Financial Management
- **Based in:** Shelby, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $418M across 1,479 accounts
- **Specialties:** Small business owners, Equity compensation, Estate & legacy planning, Retirement planning
- **Works with:** Founders, Executives, Retirees
- **CRD:** 7932180 (https://adviserinfo.sec.gov/individual/summary/7932180)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2026)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.mauney-pitt.com/

## Frequently asked questions

### Is Jackson Wilson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Mauney-Pitt Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jackson charge for financial advice?

Jackson's firm, Mauney-Pitt Financial Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jackson Wilson based?

Jackson Wilson is based in Shelby, North Carolina.

### What does Jackson specialize in?

Jackson's specialties include small business owners, equity compensation, estate & legacy planning and retirement planning. Jackson works with founders, executives and retirees.

### Is Jackson Wilson registered with the SEC?

Yes. Jackson Wilson is registered as an investment adviser representative in NC (CRD 7932180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mauney-Pitt Financial Management manage?

Mauney-Pitt Financial Management reports $418M across 1,479 accounts in assets under management.

### How do I contact Jackson Wilson?

Through Jackson's website, www.mauney-pitt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7932180): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mauney-pitt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.