Timothy Wilson
Wilson Advisors · Mechanicville, New York
Timothy Wilson is a fee-only financial advisor at Wilson Advisors in Mechanicville, New York. Timothy charges a flat fee or retainer.
Request an introduction to Timothy →
Who they serve
- Executives
- High earners
Facts
| Firm | Wilson Advisors |
|---|---|
| Based in | Mechanicville, New York |
| Fee model | Flat fee or retainer |
| SEC registration | Investment adviser representative in CA, NY · CRD 2503616 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wilsonadvisors.com |
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
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.
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 Advisors 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.
See something wrong? Request a correction. Read our methodology.