J Wilson Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,000,000
Total clients
91
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
91
Average account size
$274,725
About
J Wilson Wealth Management is a state-registered investment adviser managing roughly $25 million for about 90 clients, serving individuals, families and higher‑net‑worth clients. The firm offers discretionary portfolio management alongside project‑based and comprehensive financial planning and tax return preparation services.
The adviser builds client-specific investment plans that emphasize asset allocation and primarily passive vehicles, supplemented by fundamental analysis, and performs account reviews at least quarterly. It also supports held-away retirement and defined-contribution accounts through a third‑party connectivity platform and provides ongoing planning through a subscription-style comprehensive planning engagement in addition to fixed‑price or hourly project work.
Distinctive aspects of the firm include its subscription-based comprehensive planning model and the inclusion of tax preparation services for planning clients, features that are uncommon among independent peers. The firm also manages held-away accounts via a platform (avoiding custody) and does not provide separate written performance reports to investment advisory clients.
Client services
Financial planning
Portfolio management
Fee options
Project Based Financial Planning fixed fee between $500 and $5,000; Comprehensive Financial Planning upfront fee of $175 plus monthly fees $175 to $1,000
$1 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.45%
Financial Planning hourly rate between $250 and $1,000 per hour, depending on complexity
Fee-only: Project Based Financial Planning fixed fee range $500 to $5,000 depending on complexity and scope; Comprehensive Financial Planning ongoing monthly fee $175 to $1,000 depending on complexity; Financial Planning hourly fee $250 to $1,000 per hour; Tax Preparation fixed fees based on complexity
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
J Wilson Wealth Management
105 E 2 Nd Street, Unit I
Davison MI 48423, United States
Number of offices
1
Forms ADV
Quick links
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