Wilson Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson Advisors, LLC serves senior corporate executives and other high-net-worth individuals with comprehensive financial counseling, covering tax and estate planning, retirement and cash‑flow modeling, and coordination with external legal, tax and investment professionals. As a solo advisory practice, the firm provides bespoke planning and ongoing client consultations common to independent advisers.
The firm’s work emphasizes tailored financial planning and advice rather than implementing or managing client portfolios: it evaluates asset allocation and investment selection, prepares analyses such as Monte Carlo‑type cash‑flow models, and recommends outside custodians and managers while leaving execution and custody to third parties. Wilson Advisors discloses that roughly three quarters of its client work involves services other than direct investment management and it does not accept discretionary authority over client accounts.
Distinctive features include the absence of portfolio management for individual clients and a fee model that relies on fixed or hourly fees instead of percentage‑of‑assets fees, both of which are uncommon among peers in this category. The firm also documents formal relationships with large broker‑dealers for custody, research and support, and discloses a potential conflict of interest arising from a close family member’s employment at one recommended broker‑dealer and compensation tied to asset pools.
Client services
Expertise
Occupation focus
Fee options
Hourly fees typically range from $300 to $600 per hour, negotiable
Fee-only: Fixed fees typically range from $5,000 to $30,000 annually per client, prorated and billed semi-annually; hourly fees typically range from $300 to $600 per hour, negotiable
Main office
Mechanicville NY
Advisors at this office
1
Most active in
California · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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