Mark Henry Wilson, CPA provides financial planning services tailored to individual client needs. This includes developing a cash flow and budget, analyzing debt management, establishing emergency cash reserves, reviewing insurance coverage, discussing tax situations, education planning, retirement planning, and estate planning. Wilson does not manage client assets or recommend specific investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Wilson charges either $250 per hour for financial planning work or a fixed fee agreed upon in advance, ranging from $500 to $5,000. Fees are due upon completion of services.
One-Time Plan:$500 - $5,000
Hourly Rate:$250/hr
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