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Joshua Wilson

Commonwealth Financial Network
11 Years of Experience
Waltham, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Joshua Wilson is a registered investment advisor at Commonwealth Financial Network, based in Waltham, MA, with 11 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

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

Location

275 Wyman Street, Ste. 400, Waltham, MA, 02451

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2023
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joshua is involved in fixed insurance sales and co-owns PIN Insurance, Inc., both taking minimal time. He also co-owns PIN Wealth, LLC, which facilitates securities, advisory, and insurance business, taking nearly full-time.

Employment History
Current Registrations
Commonwealth Financial Network
June 2024 - Present · 2 yrs 4 mos
Commonwealth Financial NetworkBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Pin Wealth
January 2022 - July 2024 · 2 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2022 - May 2024 · 2 yrs 4 mos
Securities America Advisors, INC.
December 2017 - January 2022 · 4 yrs 1 mo
Securities America, INC.Broker
October 2017 - January 2022 · 4 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2015 - October 2017 · 2 yrs 5 mos
National Planning CorporationBroker
February 2015 - October 2017 · 2 yrs 8 mos
State Registrations9 states
CTFLINLAMANCNHRITN
AdvisorBrokerBoth

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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