Wilson Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,399,142
Clients
149
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
149
Very HighAverage account size
$391,941
About
Wilson Financial Group provides wealth management and financial planning to individual and high‑net‑worth clients, offering discretionary investment management, ongoing oversight, and customized planning engagements. Portfolio implementations typically use low‑cost, diversified mutual funds and ETFs, and the firm may also include individual stocks or insurance products where appropriate.
The firm’s investment approach is grounded in modern portfolio theory with a primarily long‑term focus, using strategic asset allocation bands, periodic rebalancing, and tactical adjustments to align with clients’ goals and risk tolerances. The advisor may retain legacy positions, execute shorter‑term trades when warranted, and recommend reallocations for reasons such as tax harvesting, concentration risk, or liquidity needs.
Notable distinctions include that the firm’s principal is separately licensed as an insurance professional and may earn commission compensation for insurance sales, a practice the brochure discloses as a potential conflict of interest but notes clients are not required to purchase insurance. The firm also discloses an institutional relationship with its custodian that provides software and operational benefits to the advisor, which the firm identifies as an economic benefit that could influence custodian recommendations.
Client services
Portfolio management
Expertise
Wealth management
Fee options
Up to 1.0% annually, based on various factors; fees are negotiable and may vary by client complexity and asset level
Insurance commissions earned by the principal as a licensed insurance professional, separate from advisory fees
Main office location
Wilson Financial Group
Birmingham AL, United States
Number of offices
1
Most active in
Wilson Financial Group has reported serving >5 clients in these states in the last 12 months.
Alabama
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 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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