Wilson Financial Group, LLC

Wilson Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm delivers ongoing portfolio management through third‑party program arrangements and also offers standalone financial planning and consulting, with planning engagements typically billed on an hourly basis and advisory services delivered on an asset‑based fee basis.

Portfolios are managed primarily via SEI's turnkey asset management programs — including Mutual Fund Models, Managed Account, and Custody‑Only programs — with the firm serving as primary adviser or co‑adviser and offering both discretionary and non‑discretionary arrangements. The firm uses a mix of fundamental and technical analysis, employs long‑ and short‑term strategies, and may utilize covered‑call option writing in specific, pre‑approved situations.

A noteworthy feature of the firm, uncommon among peers, is the provision of non‑advisory accounting services — general accounting, tax preparation, bookkeeping, and payroll — which the brochure discloses are separate from and billed apart from advisory services and can create overlapping client relationships. With roughly $49.8 million in assets under management across a relatively small client base, the firm integrates portfolio management with broader wealth and tax planning and relies on the SEI platform for custody, reporting, and program administration.