Kent Wilson
Wilson Financial Advisors, Inc. · Salt Lake City, Utah
Kent Wilson is a fee-only financial advisor at Wilson Financial Advisors, Inc. in Salt Lake City, Utah, who holds the BS, CFP and CPA credentials. Kent focuses on estate & legacy planning. Wilson Financial Advisors, Inc. reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wilson Financial Advisors, Inc. |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | BS · CFP · CPA |
| SEC registration | Investment adviser representative in ID, UT · CRD 2742056 |
| Exams passed | Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | wilsonfeeonly.com |
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Questions about Kent
Is Kent Wilson a fee-only financial advisor?
Yes. Kent Wilson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kent's firm.
How does Kent charge for financial advice?
Kent's firm, Wilson Financial Advisors, Inc., reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Kent Wilson based?
Kent Wilson is based in Salt Lake City, Utah.
What does Kent specialize in?
Kent's specialties include estate & legacy planning.
What credentials does Kent Wilson hold?
Kent Wilson holds the BS, CFP and CPA credentials.
Is Kent Wilson registered with the SEC?
Yes. Kent Wilson is registered as an investment adviser representative in ID and UT (CRD 2742056), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Kent Wilson?
Through Kent's website, wilsonfeeonly.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wilson Financial Advisors, Inc. 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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