How does the advisor help clients – Key Takeaways:
Wilson & Browning, Inc. (W&B) is a well-respected financial advisory firm that has been providing expert financial advice for over 25 years. With their team of highly educated and experienced advisors, W&B is dedicated to helping their clients achieve their financial goals.
Facts and Insights
According to publicly available data, W&B has $500 million in assets under management and currently has a team of 10 advisors. The firm has been in business since 1995 and has built a strong reputation for their commitment to their clients’ success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 1995 |
Financial Services Offered
W&B offers a wide range of financial services to meet the diverse needs of their clients. These services include financial planning, investment management, retirement planning, estate planning, and tax planning.
Client Types
W&B works with a variety of clients, including high net worth individuals, professionals, business owners, and retirees. Their team of advisors has the expertise and knowledge to cater to the unique needs of each client and help them achieve their financial goals.
Fees & Compensation
W&B operates on a fee-based compensation model, meaning they receive a percentage of the assets they manage for their clients. This structure ensures that their interests are aligned with their clients’ goals, as they only make money when their clients’ assets perform well.
Background
Wilson & Browning, Inc. was founded by John Wilson and Sarah Browning, both certified financial planners with extensive experience in the industry. They have built a team of advisors who share their dedication to providing personalized and transparent financial advice to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of potential conflicts of interest when working with a financial advisor. W&B is committed to transparency and fully discloses any conflicts of interest or potential biases to their clients to maintain trust and integrity in their relationships.