WILSON FINANCIAL ADVISORS, LLC

Overview

Wilson Financial Advisors, LLC is a privately owned limited liability company that provides investment advisory services to individuals, families and small-business clients. The firm’s advisory work centers on portfolio management for individual and small-business accounts and includes educational seminars and workshops. It charges clients through a mix of percentage-of-AUM fees, hourly fees and fixed-fee arrangements. Wilson Financial Advisors does not present itself as a capital allocator, is not an active ESG investor, and is registered to operate in a single state. The firm maintains an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices