Firm
Wilson Advisors
Mechanicville, New York
Fee-only
Wilson Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 40 individual clients, 35 of them high net worth.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Mechanicville, New York |
|---|---|
| Website | wilsonadvisors.com |
| Phone | (518) 982-1040 |
Wilson Advisors fees
Wilson Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 5 |
| High-net-worth clients | 35 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 21, 2026 |
| SEC record | CRD 144440 |