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Byron Wilson

The Millstone Evans Group, LLC
25 Years of Experience
Boulder, CO
View SEC Summary
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Byron Wilson is a registered investment advisor at The Millstone Evans Group, LLC, based in Boulder, CO, with 25 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 654 clients with $890M in assets under management.

The Millstone Evans Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
654 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$893.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are individually negotiated with each client and based on a percentage of assets under management, generally up to a maximum of 2.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4940 Pearl East Circle, Suite 302, Boulder, CO, 80301

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
The Millstone Evans Group, LLC
November 2025 - Present · 11 mos
Previous Registrations
Vanguard Marketing CorporationBroker
May 2022 - February 2025 · 2 yrs 9 mos
Robinhood Securities, LLCBroker
September 2020 - January 2022 · 1 yr 4 mos
Robinhood Financial, LLCBroker
August 2020 - May 2022 · 1 yr 9 mos
Curian Capital, LLC
April 2015 - March 2016 · 11 mos
Jackson National Life Distributors LLCBroker
April 2015 - May 2020 · 5 yrs 1 mo
Salient Capital Advisors, LLC
July 2011 - April 2015 · 3 yrs 9 mos
Salient Capital L.P.Broker
July 2011 - April 2015 · 3 yrs 9 mos
Ing Financial Partners, INC.Broker
April 2010 - July 2011 · 1 yr 3 mos
Directed Services LLCBroker
June 2009 - July 2011 · 2 yrs 1 mo
Ing Investment Advisors, LLCBroker
March 2009 - July 2011 · 2 yrs 4 mos
Ing America Equities, INC.Broker
March 2009 - June 2011 · 2 yrs 3 mos
Ing Financial Advisers, LLC
February 2006 - July 2011 · 5 yrs 5 mos
Ing Financial Advisers, LLCBroker
January 2006 - July 2011 · 5 yrs 6 mos
AXA Advisors, LLCBroker
May 2004 - December 2005 · 1 yr 7 mos
American General Distributors, INC.Broker
February 2001 - November 2003 · 2 yrs 9 mos
Franklin Financial Services CorporationBroker
January 2001 - October 2002 · 1 yr 9 mos
American General Securities IncorporatedBroker
January 2001 - April 2004 · 3 yrs 3 mos
The Variable Annuity Marketing CompanyBroker
August 2000 - December 2001 · 1 yr 4 mos
VALIC Financial Advisors, INC.Broker
August 2000 - December 2001 · 1 yr 4 mos
Pruco Securities CorporationBroker
October 1999 - May 2000 · 7 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
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