Wilson Financial Advisors offers comprehensive financial planning and investment advice on a fee-only basis. Founded in 1985 and based in Salt Lake City, Utah, and Idaho Falls, Idaho, the firm is led by principals Kent L. Wilson and Thomas Fritz. Wilson Financial Advisors focuses on holistic financial planning covering retirement, college savings, tax strategies, estate planning, and insurance analysis. The firm operates on a non-discretionary basis, meaning advisors provide recommendations while clients retain final approval over all trades. Services are offered either through hourly consulting or ongoing retainer contracts tailored to the client's needs and asset size. Wilson Financial Advisors has no investment minimums and strives to make financial guidance accessible to individuals, families, and small business owners.
Fee Structure
Wilson Financial Advisors does not manage investment portfolios directly through discretionary trading, but ongoing retainer clients receive continuous portfolio monitoring and regular reviews. Contract fees are fixed amounts based on the complexity of the work and the amount of investments, rather than a fluctuating percentage of your portfolio. This fixed fee structure removes any financial incentive for advisors to push for higher portfolio returns or advise against paying off debt.