WILSON FINANCIAL GROUP, LLC

Overview

Wilson Financial Group, LLC is an independent registered investment adviser that focuses on fee-based planning and portfolio management for individuals, families and smaller institutions. The firm operates as a capital allocator and offers financial planning, discretionary and non-discretionary portfolio management, and the selection of other advisers, reflecting a hybrid model that combines direct portfolio management with manager-of-managers relationships. The firm’s background includes accounting services, which informs a tax-aware approach to client portfolios and planning work. Investment preferences skew toward equities, with a clear emphasis on exchange-traded instruments. Wilson Financial Group is not an active ESG investor and does not position itself as a pension consultant or a multi-state adviser. Its fee model is a mix of a percentage of assets under management and hourly charges, suitable for both ongoing advisory relationships and project-based planning engagements.

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