Thomas Fritz
Wilson Financial Advisors · Salt Lake City, Utah
Thomas Fritz is a fee-only financial advisor at Wilson Financial Advisors in Salt Lake City, Utah, who holds the CFP credential. Wilson Financial Advisors reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wilson Financial Advisors |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 2790351 |
| Exams passed | Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | wilsonfeeonly.com |
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Questions about Thomas
Is Thomas Fritz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Wilson Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Wilson Financial Advisors, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Fritz based?
Thomas Fritz is based in Salt Lake City, Utah.
What credentials does Thomas Fritz hold?
Thomas Fritz holds the CFP credential.
Is Thomas Fritz registered with the SEC?
Yes. Thomas Fritz is registered as an investment adviser representative in UT (CRD 2790351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Thomas Fritz?
Through Thomas's website, wilsonfeeonly.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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