Wilson Wealth Stewardship
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,945,899
Total clients
155
6% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
78
Average account size
$380,296
About
Wilson Wealth Stewardship is a small, state‑registered advisory firm that serves individual and high‑net‑worth clients with portfolio management and financial consulting services, including 529 college‑savings advice and retirement‑benefits consultations. The firm delivers investment management primarily through model‑based programs and third‑party managers and also provides seminars and public workshops on topics such as financial planning, retirement and estate planning.
Wilson Wealth Stewardship typically recommends or selects sub‑advisers, co‑advisors and third‑party money managers to implement model portfolios, and it monitors those managers while acting as a communication conduit for clients. Advisory services are tailored through interviews and questionnaires, clients may impose investment restrictions, and discretionary authority over day‑to‑day trading is usually exercised by the selected managers or platform when authorized.
Distinctive features include the firm’s provision of educational seminars and workshops on an impersonal basis, a service that is relatively uncommon among peers, and the fact that its advisers are independently licensed insurance agents who may sell annuities and other insurance products for commissions, creating potential conflicts of interest. The firm also discloses referral/solicitor arrangements and only recommends third‑party managers that have agreed to compensation arrangements, which is a notable aspect of its referral‑based advisory model.
Client services
Expertise
Fee options
$0+: up to 1.4% charged by Wilson Wealth Stewardship $0+: up to 2.9% total including Sub-Advisor or Co-Advisor fees
Insurance products may be sold by D. Mark Wilson for commissions, including life insurance, disability insurance, and annuities.
Fee-only: Investment advisory fees charged as a percentage of assets under management (up to 1.4% by Wilson Wealth Stewardship plus Sub-Advisor or Co-Advisor fees up to 2.9% total). 529 Consulting Services charged at 1.4% annually.
Main office location
Wilson Wealth Stewardship
1900 A Northside Crossing
Macon GA 31210, United States
Number of offices
2
Most active in
Florida · Georgia · Texas
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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