Jeffrey Wilson
Wilson Financial Group · Suwanee, Georgia
Jeffrey Wilson is a fee-only financial advisor at Wilson Financial Group in Suwanee, Georgia, who holds the CFP credential. Wilson Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wilson Financial Group |
|---|---|
| Based in | Suwanee, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $49.8M across 97 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5112365 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Jeffrey's firm compares
- Wilson Financial Group's average account is about $514,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about Jeffrey
Is Jeffrey Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Wilson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Wilson Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Wilson based?
Jeffrey Wilson is based in Suwanee, Georgia.
What credentials does Jeffrey Wilson hold?
Jeffrey Wilson holds the CFP credential.
Is Jeffrey Wilson registered with the SEC?
Yes. Jeffrey Wilson is registered as an investment adviser representative in GA (CRD 5112365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wilson Financial Group manage?
Wilson Financial Group reports $49.8M across 97 accounts in assets under management.
How do I contact Jeffrey Wilson?
Contact details aren't on file yet. Search for Wilson Financial Group.
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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