Advisor at Wilson Financial Advisors, LLC
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 Financial Advisors, LLC
Location
Garden Grove, CA 92840
Credentials
Series 65
Industry experience
6 years
Jeffrey Reardon is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, holding a Series 65 designation with six years of industry experience. He has worked at Wilson Financial Advisors since 2019 and previously at FCA and Pacific Valley Investments. Outside of his advisory role, he is also an insurance agent with Wilson Financial Services. Wilson Financial Advisors serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented, fundamental analysis approach combined with tactical and strategic asset allocation, and offers public educational workshops to various organizations.
Based on Wilson Financial Advisors, LLC
Fixed fee for financial planning services generally between $1,000 and $5,000
0.75% annually
$250 per hour for financial planning and consulting services
Account minimum: $10,000 Fee-only: Hourly fee of $250 per hour for financial planning and consulting services; Fixed fee for financial planning services ranges from $1,000 to $5,000
12419 Lewis Street #202
Garden Grove, CA 92840
California
Wilson Financial Advisors
2019 - Present (7 years)
Wilson Financial Serivces
2018 - Present (8 years)
Fca
2016 - 2018 (2 years)
Pacific Valley Investments
2014 - 2016 (2 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
Los Alamitos, CA
Open Square Capital, LLC
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
CFP®
Irvine, CA
Mile Wealth Management
Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
Series 65
Irvine, CA
AM Wealth Solutions, LLC
Series 65
Cerritos, CA
Summit Gates Capital
CFP®, ChFC®, Series 63, Series 65
Costa Mesa, CA
Capital Planning Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")