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About WILSON FINANCIAL ADVISORS, INC.
WILSON FINANCIAL ADVISORS, INC. is a leading financial consulting firm that has been serving clients for over 20 years. The firm prides itself on providing expert financial advice and guidance to individuals, families, and businesses. With a team of dedicated advisors, WILSON FINANCIAL ADVISORS, INC. is committed to helping clients achieve their financial goals and secure a stable financial future.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Helps clients achieve financial goals
- Offers services to individuals, families, and businesses
- Committed to securing a stable financial future for clients
Facts and Insights
Here are some key facts and insights about WILSON FINANCIAL ADVISORS, INC.:
- Founded in: 2000
- Headquartered in: New York, NY
- Number of advisors: 15
- Assets under management: $500 million
Assets Under Management, Number of Advisors and Time in Business:
The following table provides a breakdown of WILSON FINANCIAL ADVISORS, INC.’s assets under management, number of advisors, and time in business:
| Year Founded | Assets Under Management (USD) | Number of Advisors |
|---|---|---|
| 2000 | $500 million | 15 |
Financial Services Offered
WILSON FINANCIAL ADVISORS, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
WILSON FINANCIAL ADVISORS, INC. serves a variety of clients, including:
- Individuals
- Families
- Small businesses
- Large corporations
- Non-profit organizations
Fees & Compensation
WILSON FINANCIAL ADVISORS, INC. charges a percentage of assets under management as their fee for services. This fee structure ensures that the advisors are aligned with the interests of their clients. The firm believes in full transparency and always discloses all fees and compensation to clients upfront.
Background
The team at WILSON FINANCIAL ADVISORS, INC. has a wealth of experience and expertise in the financial industry. They are highly qualified and hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, WILSON FINANCIAL ADVISORS, INC. follows all industry regulations and has no disclosures or disciplinary actions on record. This stands as a testament to their commitment to providing ethical and trustworthy services to their clients.