# Jeremy Wilson

> Jeremy Wilson is a fee-only financial advisor at J Wilson Wealth Management in Davison, Michigan, who holds the CFP credential. Jeremy charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,800 a year and one-time plans from $150) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jeremy-wilson/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** J Wilson Wealth Management
- **Based in:** Davison, Michigan
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year; one-time plans from $150; $150 an hour
- **Assets under management (firm):** $25M across 197 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 6132392 (https://adviserinfo.sec.gov/individual/summary/6132392)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://jwilsonwealthmanagement.com

## Frequently asked questions

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

Yes. Jeremy Wilson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeremy's firm.

### How does Jeremy Wilson charge for financial advice?

Jeremy Wilson charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Jeremy Wilson charge?

According to J Wilson Wealth Management's website, checked October 28, 2026: ongoing planning from $1,800 a year; one-time plans from $150; $150 an hour.

### Where is Jeremy Wilson based?

Jeremy Wilson is based in Davison, Michigan.

### What does Jeremy Wilson specialize in?

Jeremy Wilson's specialties include retirement planning, tax planning, estate & legacy planning and small business owners.

### What credentials does Jeremy Wilson hold?

Jeremy Wilson holds the CFP credential.

### Is Jeremy Wilson registered with the SEC?

Yes. Jeremy Wilson is registered as an investment adviser representative in MI and TX (CRD 6132392), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does J Wilson Wealth Management manage?

J Wilson Wealth Management reports $25M across 197 accounts in assets under management.

### How do I contact Jeremy Wilson?

Through Jeremy Wilson's website, jwilsonwealthmanagement.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jeremy-wilson-10014): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.jwilsonwealthmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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