Stacie Wilson
Sjhl Financial Group · Mcpherson, Kansas
Stacie Wilson is a fee-only financial advisor at Sjhl Financial Group in Mcpherson, Kansas. Sjhl Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sjhl Financial Group |
|---|---|
| Based in | Mcpherson, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $174.5M across 948 accounts |
| SEC registration | Investment adviser representative in KS · CRD 7833195 |
| Exams passed | Series 65 (2023) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | sjhl.com |
| Profile |
How Stacie's firm compares
- Sjhl Financial Group's average account is about $184,000, from its Form ADV (assets managed divided by 948 accounts).
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Questions about Stacie
Is Stacie Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacie holds no broker registration, and Sjhl Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stacie charge for financial advice?
Stacie's firm, Sjhl Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stacie Wilson based?
Stacie Wilson is based in Mcpherson, Kansas.
Is Stacie Wilson registered with the SEC?
Yes. Stacie Wilson is registered as an investment adviser representative in KS (CRD 7833195), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sjhl Financial Group manage?
Sjhl Financial Group reports $174.5M across 948 accounts in assets under management.
How do I contact Stacie Wilson?
Through Stacie's website, sjhl.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
- 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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