Wilson Financial Advisors (WFA) offers comprehensive financial planning services. The firm's services include retirement planning, college savings, insurance planning, investment planning, tax planning, and estate planning. WFA operates on a fee-only basis, meaning it is compensated directly by clients and not through commissions or referral fees. WFA does not have an investment minimum.
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.