Wilson Advisors, LLC

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.