Fee-only adviser · Salt Lake City, UT
Wilson Financial Advisors, Inc.
Wilson Financial Advisors, Inc. is a fee-only investment adviser registered with the securities regulators of Idaho, Utah, with its main office in Salt Lake City, Utah. On its latest Form ADV, filed December 14, 2023, it reports 216 individual clients and 2 employees who give 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: Idaho, Utah |
|---|---|
| Firm CRD number | 116274 |
| Office | 230 South 500 East Suite #120 Salt Lake City, UT 84102 |
| Phone | (801) 355-5210 |
| Website | wilsonfeeonly.com |
| Regulatory assets under management | Not reported |
| Individual clients | 206 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 14, 2023 |
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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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.
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- West Jordan 1 firm
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