Wilson Financial Advisory Services

Overview

Wilson Financial Advisory Services is an independent, individual-owned RIA organized as an LLC that combines fee-based portfolio management with insurance brokerage activity. The firm charges clients on a percentage-of-AUM basis and focuses on serving individuals and small businesses, while also acting as a capital allocator and selecting third-party advisers for clients. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices