Philip Wilson
Philip Wilson is a registered investment advisor at Wilson Financial Group, based in Birmingham, AL, with 35 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 149 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilson Financial Group manages investments for a fee based on the value of your portfolio. The fee can range up to 1.0% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship with the advisor. Fees are paid monthly, in advance.
Location
Birmingham, AL
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business ActivitiesSells Insurance
Philip is a member of Wilson Financial Group LLC, owning personal real estate, and also works as an insurance agent selling life insurance, disability, and index annuities. He dedicates minimal time to these activities, along with serving as a trustee for the Caroline Wilson Trust and holding positions at Sandy Shore VP Association and Elevate Community Church.
Employment History
Current Registrations
Wilson Financial Group
Previous Registrations
Investment Advisors
Proequities, INC.Broker
H. Beck, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.