Firm
Wilson Financial Group
Suwanee, Georgia
Fee-only
Wilson Financial Group at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 39 individual clients, 20 of them high net worth.
- Its average account is about $514,000 (assets it manages divided by its 97 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Suwanee, Georgia |
|---|---|
| Phone | (770) 447-9426 |
Wilson Financial Group fees
Wilson Financial Group 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 | $50 million |
| Individual clients | 19 |
| High-net-worth clients | 20 |
| Accounts managed | 97 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 152097 |