Firm
Wilson David Investment Advisors
Aiken, South Carolina
Fee-only
Wilson David Investment Advisors at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 14 individual clients.
- Its average account is about $384,000 (assets it manages divided by its 18 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Aiken, South Carolina |
|---|---|
| Website | wilsondavid.com |
| Phone | (803) 507-6300 |
Wilson David Investment Advisors fees
Wilson David Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $7 million |
| Individual clients | 14 |
| Accounts managed | 18 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 172841 |