WILSON FINANCIAL ADVISORY SERVICES
Wilson Financial Advisory Services is a leading financial advisory firm that provides expert guidance to clients seeking to build and manage their wealth. With a team of experienced professionals and a commitment to exceptional service, Wilson Financial is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services.
- Offers a wide range of financial services to meet the diverse needs of clients.
- Works with individuals, families, and businesses to create customized solutions for their specific financial needs.
- Empowers clients to make informed financial decisions through education and guidance.
- Provides ongoing support and guidance to help clients stay on track towards their financial goals.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50+ | 25+ years |
As of 2021, Wilson Financial has over $10 billion in assets under management and employs a team of 50+ experienced advisors. With more than 25 years in the financial industry, Wilson Financial has a long-standing track record of success and a deep understanding of the ever-changing financial landscape.
Financial Services Offered
- Financial and retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance analysis
- Business consulting
By offering a comprehensive suite of financial services, Wilson Financial is well-equipped to address the diverse needs of its clients. From creating a personalized investment strategy to planning for retirement and beyond, Wilson Financial is committed to helping clients achieve financial success.
Client Types
Wilson Financial works with a wide range of clients, including individuals, families, small business owners, and corporate executives. Whether you are just starting to build your wealth or have complex financial needs, Wilson Financial has the expertise and experience to help you reach your goals.
Fees & Compensation
Wilson Financial operates on a fee-based compensation structure, where fees are based on a percentage of the assets under management. This approach aligns the interests of the clients and the advisors, as the advisors’ compensation is tied to the performance of the clients’ investments.
Background
Wilson Financial was founded in 1995 by John Wilson, who has over 30 years of experience in the financial industry. From its humble beginnings as a small financial planning firm, Wilson Financial has grown into a top-performing financial advisory firm with a team of experienced advisors and a large client base.
Financial Advisor Disclosures to Know
It is important to note that Wilson Financial has a clean disciplinary record and has not faced any regulatory actions in its 25+ years in business. This reflects the firm’s commitment to providing ethical and transparent services to its clients.
In conclusion, Wilson Financial Advisory Services is a highly reputable and experienced financial advisory firm that offers a comprehensive range of services to help clients achieve their financial goals. With a long-standing track record of success and a commitment to exceptional service, Wilson Financial is a top choice for clients seeking expert financial guidance.