Thomas Fritz
Thomas Fritz is a CFP-designated registered investment advisor at Wilson Financial Advisors, INC., based in Salt Lake City, UT, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 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.
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.
Learn about disclosures →Employment History
Current Registrations
Wilson Financial Advisors, INC.
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.