# Timothy Wilson

> Timothy Wilson is a fee-only financial advisor at Wilson Advisors in Mechanicville, New York. Timothy charges a flat fee or retainer.

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

## Facts

- **Firm:** Wilson Advisors
- **Based in:** Mechanicville, New York
- **Fee model:** Flat fee or retainer
- **Works with:** Executives, High earners
- **CRD:** 2503616 (https://adviserinfo.sec.gov/individual/summary/2503616)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 63 (1994), Series 65 (1995)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.wilsonadvisors.com

## Frequently asked questions

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

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

### How does Timothy charge for financial advice?

Timothy charges a flat fee or retainer.

### Where is Timothy Wilson based?

Timothy Wilson is based in Mechanicville, New York.

### Is Timothy Wilson registered with the SEC?

Yes. Timothy Wilson is registered as an investment adviser representative in CA and NY (CRD 2503616), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Timothy Wilson?

Through Timothy's website, www.wilsonadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2503616): 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 (https://wilsonadvisors.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.
