Jeremy Wilson
J Wilson Wealth Management · Davison, Michigan
Jeremy Wilson is a fee-only financial advisor at J Wilson Wealth Management in Davison, Michigan, who holds the CFP credential.
- $1,800
- Ongoing planning, per year, from
- $150
- One-time plan, from
- $150
- Hourly rate
- $25M
- Firm assets managed
What Jeremy focuses on
How does Jeremy's firm compare?
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Ongoing planning starts at $1,800 a year, below the Michigan median of $3,000 for fee-only firms that publish prices.
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A one-time plan starts at $150, below the Michigan median of $975 for fee-only firms that publish prices.
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The hourly rate is $150, below the US median of $300 for fee-only firms that publish prices.
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J Wilson Wealth Management's average account is about $127,000, from its Form ADV (assets managed divided by 197 accounts).
Questions about Jeremy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $25M across 197 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 6132392 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jwilsonwealthmanagement.com |
| Profile |
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Other fee-only advisors in Michigan
Other advisors in Michigan who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- J Wilson Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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