Wilson Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,614,450
Total clients
152
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
76
Average account size
$56,674
About
Wilson Financial Advisors serves individual and high‑net‑worth clients, as well as trusts, estates and business entities, providing discretionary portfolio management, written financial planning and one‑time or as‑needed consulting. As of December 31, 2024 the firm reported managing roughly $8.6 million on a discretionary basis and also delivers public educational workshops to associations, family foundations and employers.
The firm’s investment approach is grounded in fundamental analysis and a value‑oriented, long‑only strategy, combined with both tactical and strategic asset allocation to adjust exposures as market conditions or client needs change. Portfolios are tailored to individual objectives and constraints, with the adviser accommodating special situations such as legacy holdings, tax considerations, and client‑imposed restrictions, and conducting periodic reviews.
Wilson Financial Advisors is notable among peers for offering services through both wrap‑fee and non‑wrap programs, and for its ongoing public workshops (provided free of charge), features that are less common for similarly sized supported firms. The adviser was formed as a subsidiary of an insurance entity and its investment adviser representatives are separately licensed to sell insurance and annuity products; the brochure discloses that such sales can generate commissions and occasional travel or marketing reimbursements, a potential conflict the firm notes and discloses to clients.
Client services
Expertise
Fee options
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
Main office location
Wilson Financial Advisors, LLC
12419 Lewis Street #202
Garden Grove CA 92840, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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