# Jason Wilson

> Jason Wilson is a fee-only financial advisor at Hallett Advisors in Port Angeles, Washington. Jason focuses on retirement planning, divorce financial planning and sustainable & impact investing. Hallett Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Hallett Advisors
- **Based in:** Port Angeles, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $157.9M across 780 accounts
- **Specialties:** Retirement planning, Divorce financial planning, Sustainable & impact investing
- **CRD:** 7493195 (https://adviserinfo.sec.gov/individual/summary/7493195)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.hallettadvisors.us

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Hallett Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Hallett Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jason Wilson based?

Jason Wilson is based in Port Angeles, Washington.

### What does Jason specialize in?

Jason's specialties include retirement planning, divorce financial planning and sustainable & impact investing.

### Is Jason Wilson registered with the SEC?

Yes. Jason Wilson is registered as an investment adviser representative in TX and WA (CRD 7493195), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hallett Advisors manage?

Hallett Advisors reports $157.9M across 780 accounts in assets under management.

### How do I contact Jason Wilson?

Through Jason's website, www.hallettadvisors.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7493195): 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.hallettadvisors.us/): 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.