Wilson Financial Advisors, Inc. at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 216 individual clients, 10 of them high net worth.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Website | wilsonfeeonly.com |
| [email protected] | |
| Phone | (801) 355-5210 |
Questions about Wilson Financial Advisors, Inc.
How is Wilson Financial Advisors, Inc. paid?
Wilson Financial Advisors, Inc.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Wilson Financial Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Wilson Financial Advisors, Inc., and 2 hold the CFP.
What does Wilson Financial Advisors, Inc. specialize in?
Wilson Financial Advisors, Inc.'s advisors and website list estate & legacy planning.
Wilson Financial Advisors, Inc. fees
Wilson Financial Advisors, Inc. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 206 |
| High-net-worth clients | 10 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | December 14, 2023 |
| SEC record | CRD 116274 |