Kent Wilson is a CFP-designated registered investment advisor at Wilson Financial Advisors, INC., based in Salt Lake City, UT, with 29 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 216 clients.
Compensation
Firm Size
IM Fee
Fee Structure
If you sign a contract with Wilson Financial Advisors, you'll pay a fixed fee quarterly, either by check or through deductions from your brokerage account. The contract fee is based on the complexity of the work and the amount of assets. You'll receive quarterly, semi-annual, or annual reports, and Wilson Financial Advisors will monitor your assets regularly. They will alert you to specific issues and you can contact them anytime.
Wilson Financial Advisors charges an hourly rate ranging from $165 to $185. Work such as account applications, transfers, computer work and other non-professional tasks is billed at $85 to $105 per hour as it is done by a paraplanner.
Contact
Kent Wilson
Location
50 S. 600 E., Ste. 250, Salt Lake City, UT, 84102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Wilson Financial Advisors, INC.
State Registrations2 states
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.
Exams
Additional Information
Our firm was started in 1984 and is currently celebrating our 25th year of being in business. We have always operated as a Fee-only Financial Planning Firm. Starting in 2000,2002,2004,2006 and 2008 have been named in Medical Economics magazine top 150 financial planners.