A complete list of active advisors currently associated with Wilson, Clark Allen
Warmer can help you find a great advisor at Wilson, Clark Allen or one who fits your needs even better.
The firm serves a mix of individual and institutional clients, including trusts, investment companies, 401(k) plans and other pension plans, and offers portfolio management along with stock, ETF and mutual fund selection, option strategies, market timing, and 401(k) plan management. The brochure states the firm also provides subscription-based data services and is developing web and mobile apps, while reporting zero dollars under management as of May 27, 2026. The firm’s investment approach is active and rules-based, following the CANSLIM methodology with emphasis on frequent monitoring, hard stop-loss rules (typically limiting losses to around 7–8% per position), and use of both long and short positions, ETFs and options where appropriate. It also uses proprietary algorithmic allocation tools for defined‑contribution and annuity products (described as 401kScience and Annuity Science) to score and rank funds for portfolio placement. Compared with many solo independent advisors, the firm discloses several uncommon practices: it accepts performance‑based fees for accredited, qualified and institutional clients, offers institutional and pooled‑vehicle services, develops subscription/webapp products tied to its scoring systems, and may accept non‑cash compensation (e.g., equity or warrants) for consulting with small‑cap issuers. These features—combined with a stated focus on market timing and proprietary allocation engines—differentiate its service mix from typical single‑advisor independent firms.
To learn more about the advisors currently working at Wilson, Clark Allen, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Clemente, CA
| 6
|
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