Robert Wilson is a registered investment advisor at Wilson Insight, based in Philadelphia, PA, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Philadelphia, PA
Get directionsHistory
Regulatory History (3)
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Regulatory
April 2025Final
Regulatory
October 2024Final
Regulatory
August 2023Final
Employment History
Current Registrations
Wilson Insight
June 2025 - Present · 11 mos
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
October 2010 - March 2012 · 1 yr 5 mos
Blazer Investment Advisors, LLC
January 2009 - March 2012 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
July 2005 - January 2009 · 3 yrs 6 mos
State Registrations1 state
PA
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.