WILSON FINANCIAL ADVISORS, INC.

Overview

Wilson Financial Advisors, Inc. operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm offers a range of services, including financial planning, portfolio management for both individuals and small businesses, and pension consulting. With a fee structure based on hourly charges and fixed fees, Wilson Financial Advisors emphasizes a personalized approach to wealth management. The firm does not engage in capital allocation or active ESG investing, and it is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices