W
Wilson, Mark Henry
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides comprehensive financial planning and related services to individual clients, including cash‑flow and budget development, retirement and education planning, tax preparation, insurance and estate-document review. In addition to advisory work, the firm operates a full‑time accounting practice and offers real estate brokerage services on a part‑time basis, while not managing client investment assets or participating in wrap programs.
Plans are tailored to each client’s circumstances and the firm uses fundamental analysis when offering investment advice, with annual reviews of financial plans. Compensation is billed on an hourly or fixed‑fee basis rather than as a percentage of assets, and the firm does not accept custody of client funds, discretionary trading authority, or recommend particular securities for client accounts.
What is distinctive relative to peers is the combination of an active CPA/accounting practice and an affiliated real estate brokerage alongside financial planning — a set of affiliations that is uncommon for firms in this category. The firm also emphasizes avoiding transaction‑based conflicts (no product sales or commission compensation), maintains a written Code of Ethics and a business continuity plan, and documents any material conflicts in writing for clients.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
Long-term care insurance
Disability insurance
Life insurance needs analysis
Fee options
Fixed fees ranging from $500 to $5,000
$250 per hour
Fee-only: $250 per hour or fixed fees ranging from $500 to $5,000
Most active in
Wilson, Mark Henry has reported serving >5 clients in these states in the last 12 months.
California
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Lawyer
They provide legal services, typically billed separately.
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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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