Firm
Wilson Capital
Swampscott, Massachusetts
Fee-only
Wilson Capital at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 56 individual clients, 16 of them high net worth.
- Its average account is about $243,000 (assets it manages divided by its 152 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Swampscott, Massachusetts |
|---|---|
| Website | wilsoncapadvisory.com |
| Phone | (508) 527-6592 |
Wilson Capital fees
Wilson Capital 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, hourly. 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $37 million |
| Individual clients | 40 |
| High-net-worth clients | 16 |
| Accounts managed | 152 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 166557 |