Wilson Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson Financial Advisors works with individuals, families, and small businesses, serving both non‑high‑net‑worth and high‑net‑worth clients through comprehensive financial planning. Services described include retirement planning, investment planning, tax planning, estate planning, and assistance coordinating with other professionals; the firm does not sell insurance or provide legal advice.
The firm operates on a fee‑only basis but does not rely on percentage‑of‑assets fees; clients are billed hourly or under fixed retainer contracts that are not calculated on portfolio value, and retainer clients receive ongoing monitoring and periodic reports. Investment advice emphasizes asset allocation, primarily uses no‑load mutual funds in a buy‑and‑hold framework with periodic rebalancing, and accounts are managed on a non‑discretionary basis so clients approve transactions.
Noteworthy aspects include that a firm principal is a licensed CPA who prepares tax returns through a separately named tax‑preparation business owned by that principal, with the brochure stating the tax business is legally separate and not required for clients to use. The firm also highlights NAPFA membership, a long operating history beginning in 1985, an explicit policy of accepting no commissions or referral fees, and that it does not take custody of client assets, features that distinguish it from many peers.
Client services
Expertise
Fee options
Hourly fees range from $165 to $185 for professional services; paraplanner work billed at $85 to $105 per hour.
Retainer/contract fees paid quarterly, fixed amounts based on complexity and assets under management, contract runs one year but can be cancelled anytime.
Fee-only: Fee-only basis; no commissions, referral fees, kickbacks, or other compensation from third parties.
Main office
50 S. 600 E., Ste. 250
Salt Lake City UT 84102
Advisors at this office
2
Most active in
Idaho · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Kent W
CFP®, Series 65
Salt Lake City, UT
Wilson Financial Advisors, Inc.
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 F
CFP®, Series 65
Salt Lake City, UT
Wilson Financial Advisors, Inc.
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.
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