Fee-only adviser · Clifton Park, NY
Wilson Advisors, LLC
Wilson Advisors, LLC is a fee-only investment adviser registered with the securities regulators of California, New York, with a mailing address in Clifton Park, New York (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 21, 2026, it reports 40 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, New York |
|---|---|
| Firm CRD number | 144440 |
| Office | Clifton Park, NY (mailing address; office not published) |
| Phone | (518) 982-1040 |
| Website | www.wilsonadvisors.com |
| Regulatory assets under management | Not reported |
| Individual clients | 5 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 21, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Clifton Park
See all 3 fee-only advisers in Clifton Park →
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