Ryan Wilson
Wilson Capital · Swampscott, Massachusetts
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.
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Facts
| Firm | Wilson Capital |
|---|---|
| Based in | Swampscott, Massachusetts |
| Fee model | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $37.0M across 152 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5723269 |
| Exams passed | Series 63 (2010) · Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wilsoncapadvisory.com |
| Profile |
How Ryan's firm compares
- Wilson Capital's average account is about $243,000, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Ryan
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.
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
- Wilson Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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