# Ryan Wilson

> Ryan Wilson is a fee-only financial advisor at Wilson Capital in Swampscott, Massachusetts, who holds the CFP credential. Ryan charges a percentage of assets and hourly fees.

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

## Facts

- **Firm:** Wilson Capital
- **Based in:** Swampscott, Massachusetts
- **Fee model:** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $37.0M across 152 accounts
- **Credentials:** CFP
- **CRD:** 5723269 (https://adviserinfo.sec.gov/individual/summary/5723269)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2010), Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://wilsoncapadvisory.com/

## Frequently asked questions

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

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

### How does Ryan charge for financial advice?

Ryan charges a percentage of assets and hourly fees.

### Where is Ryan Wilson based?

Ryan Wilson is based in Swampscott, Massachusetts.

### What credentials does Ryan Wilson hold?

Ryan Wilson holds the CFP credential.

### Is Ryan Wilson registered with the SEC?

Yes. Ryan Wilson is registered as an investment adviser representative in MA (CRD 5723269), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wilson Capital manage?

Wilson Capital reports $37.0M across 152 accounts in assets under management.

### How do I contact Ryan Wilson?

Through Ryan's website, wilsoncapadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5723269): 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 (http://wilsoncapadvisory.com/): 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.