Wilson Financial Advisory Services

Overview

Wilson Financial Advisory Services operates as a small, individual-owned LLC that blends advisory work with insurance brokerage. The firm provides portfolio management for individuals and small businesses and performs selection of other advisers, positioning itself as a capital allocator for client relationships. Its business model is fee-based (percentage of assets under management) and the firm does not identify as an active ESG investor. Offerings emphasize equity exposure and insurance-linked solutions consistent with its broker role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices