Kevin Wilson
Advisor at Carson Advisory Group
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.
Advisor at Carson Advisory Group
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.
Location
Athens, GA 30601
Credentials
CFP®, Series 66
Industry experience
16 years
Kevin Wilson is a CFP® professional with 16 years of industry experience, currently serving at Carson Advisory Group since 2012. He also has a background with Raymond James Financial Services dating back to 2011. Outside of his advisory role, Wilson is a committee member of the Food Bank of Northeast Georgia, contributing to development efforts for a new facility. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm provides financial planning, portfolio management, retirement-plan consulting, and wealth-transition advice, using a strategic asset allocation approach with a range of investment vehicles and both active and passive management.
Based on Carson Advisory Group
Based on Carson Advisory Group
Fixed fees are charged for consulting services in some instances.
$0 - $1 million: 1.50% $1 million - $2 million: 1.25% $2 million - $5 million: 1.00% $5 million - $10 million: 0.75% $10 million+: 0.50%
IARs may receive commissions on securities transactions and insurance products sold through Raymond James Insurance Group.
Hourly consulting fees are charged in some instances.
Account minimum: $25,000 Minimum fee: Hourly rates and fixed fees are charged for consulting services in some instances. Fee-only: Advisory fees based on assets under management; hourly and fixed fees for consulting services.
470 Hill St.
Athens, GA 30601
Georgia · Texas
Carson Advisory Inc
2012 - Present (14 years)
Raymond James Financial Services, inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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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.
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