Advisor at Wilson 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 Advisors, LLC
Location
Mechanicville, NY
Credentials
Series 63, Series 65
Industry experience
27 years
Timothy Wilson is a financial advisor with Wilson Advisors, LLC in Mechanicville, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at several firms since 2004, including Mullintbg Advisory Services, LLC, M Holdings Securities, Inc., and Tbg Advisory Services Corporation. Wilson Advisors serves senior corporate executives, high-net-worth individuals, trusts, estates, and corporations with comprehensive financial counseling. The firm focuses on advisory and planning services rather than asset management, providing detailed estate and tax planning, retirement modeling, charitable giving strategies, and coordination with legal and tax professionals.
Based on Wilson Advisors, LLC
Hourly fees typically range from $300 to $600 per hour, negotiable
Fee-only: Fixed fees typically range from $5,000 to $30,000 annually per client, prorated and billed semi-annually; hourly fees typically range from $300 to $600 per hour, negotiable
Mechanicville, NY
California · New York
Wilson Advisors, LLC
2007 - Present (19 years)
Mullintbg Advisory Services, Llc
2006 - Present (20 years)
M Holdings Securities, Inc.
2006 - Present (20 years)
Tbg Advisory Services Corporation
2004 - Present (22 years)
Tbg Financial & Insurance Services, Corp.
2004 - Present (22 years)
Tbg Financial
2004 - Present (22 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
They sell insurance products and may earn commissions on those sales.
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 66
Malta, NY
Bob Holbrook Holdings LLC
CFP®
Green Island, NY
Gates Wealth Group
I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.
CFA®, Series 63
Schenectady, NY
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CFP®, Series 63, Series 65
Saratoga Springs, NY
Saratoga Investment Solutions Inc.
Series 66
Glenville, NY
SIP Financial Services
Series 63, Series 65
Clifton Park, NY
Reale Managed Assets, Inc.
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