Firm
Wilson Investment Services
Rockwall, Texas
Fee-only
Wilson Investment Services at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 28 individual clients, 7 of them high net worth.
- Its average account is about $332,000 (assets it manages divided by its 43 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Rockwall, Texas |
|---|---|
| Website | wilsoninvestmentservices.com |
| Phone | (972) 636-8958 |
Wilson Investment Services fees
Wilson Investment Services 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 |
|---|---|
| Assets managed | $14 million |
| Individual clients | 21 |
| High-net-worth clients | 7 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 171157 |
Advisors at this firm (1)
Other fee-only firms in Texas
- Winten Investment Partners · Krugerville
- Wisdom Index Advisors · Prosper
- Wiseowl Capital · The Woodlands
- WJ Interests, LLC · Sugar Land
- WorthWise Financial Partners, LLC · Houston
- Yendrey Wealth Management · Victoria
- Your Richest Life, LLC · Plano
- Zuwa Financial · Lewisville