Wilson Financial Advisors, Inc.

Wilson Financial Advisors works with individuals, families, and small businesses, serving both non‑high‑net‑worth and high‑net‑worth clients through comprehensive financial planning. Services described include retirement planning, investment planning, tax planning, estate planning, and assistance coordinating with other professionals; the firm does not sell insurance or provide legal advice.

The firm operates on a fee‑only basis but does not rely on percentage‑of‑assets fees; clients are billed hourly or under fixed retainer contracts that are not calculated on portfolio value, and retainer clients receive ongoing monitoring and periodic reports. Investment advice emphasizes asset allocation, primarily uses no‑load mutual funds in a buy‑and‑hold framework with periodic rebalancing, and accounts are managed on a non‑discretionary basis so clients approve transactions.

Noteworthy aspects include that a firm principal is a licensed CPA who prepares tax returns through a separately named tax‑preparation business owned by that principal, with the brochure stating the tax business is legally separate and not required for clients to use. The firm also highlights NAPFA membership, a long operating history beginning in 1985, an explicit policy of accepting no commissions or referral fees, and that it does not take custody of client assets, features that distinguish it from many peers.