Wilsey Asset Management

Wilsey Asset Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 9 employees and 844 individual clients, 156 of them high net worth.
• Its average account is about $332,000 (assets it manages divided by its 2,318 accounts).
• Its website says it's taking new clients.

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Wilsey Asset Management fees

Wilsey Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Brent Wilsey

• Chase Wilsey

Other fee-only firms in San Diego

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Fee-only advisors in California