Advisor at Wilson Wealth Stewardship
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wilson Wealth Stewardship
Location
Macon, GA 31210
Credentials
Series 65
Industry experience
3 years
Adam Wilson is a financial advisor at Wilson Wealth Stewardship in Macon, Georgia, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he spent six years working at Kathy's Cleaning Company and was a full-time student from 2014 to 2021. He is also licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship is a small, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and financial consulting services. The firm uses model-based programs and third-party managers to implement investment strategies and offers educational seminars and workshops on financial planning, retirement, and estate planning.
Based on Wilson Wealth Stewardship
Based on Wilson Wealth Stewardship
$0+: up to 1.4% charged by Wilson Wealth Stewardship $0+: up to 2.9% total including Sub-Advisor or Co-Advisor fees
Insurance products may be sold by D. Mark Wilson for commissions, including life insurance, disability insurance, and annuities.
Fee-only: Investment advisory fees charged as a percentage of assets under management (up to 1.4% by Wilson Wealth Stewardship plus Sub-Advisor or Co-Advisor fees up to 2.9% total). 529 Consulting Services charged at 1.4% annually.
1900 A Northside Crossing
Macon, GA 31210
Florida · Georgia · Texas
Wilson Wealth Stewardship
2019 - Present (7 years)
Full-Time student
2018 - 2021 (3 years)
Full-Time student
2014 - 2018 (4 years)
Kathy's Cleaning Company
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Macon, GA
Bickley Investments, LLC
Series 65
Macon, GA
Wilson Wealth Stewardship
Series 63, Series 65
Macon, GA
CFS Wealth Management
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Series 65
Macon, GA
J. L. Perkins Wealth Management, LLC
Series 65
Macon, GA
Beall Financial Planning, Inc.
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