Kent Wilson is a CFP® certificant with 29 years of industry experience and has been with Wilson Financial Advisors, Inc. since 1994. He holds a Series 65 license and is based in Salt Lake City, UT. Wilson Financial Advisors serves individuals, families, and small businesses, providing comprehensive financial planning including retirement, investment, tax, and estate planning. The firm operates on a fee-only basis with hourly or fixed retainer billing, emphasizes asset allocation with no-load mutual funds in a buy-and-hold strategy, and manages accounts on a non-discretionary basis.

Thomas Fritz is a CFP® professional with 25 years of industry experience, serving at Wilson Financial Advisors, Inc. in Salt Lake City since 1993. He holds a Series 65 license and has been with the firm for over three decades. Wilson Financial Advisors works with individuals, families, and small businesses, providing comprehensive financial planning without selling insurance or offering legal advice. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, emphasizing a fee‑only, hourly or retainer billing model, and focuses on asset allocation using no‑load mutual funds within a buy‑and‑hold strategy.