Wilson Financial Advisors, LLC

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Client assets under management

$8,614,450

Clients

152

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$56,674

About

Wilson Financial Advisors serves individual and high‑net‑worth clients, as well as trusts, estates and business entities, providing discretionary portfolio management, written financial planning and one‑time or as‑needed consulting. As of December 31, 2024 the firm reported managing roughly $8.6 million on a discretionary basis and also delivers public educational workshops to associations, family foundations and employers.

The firm’s investment approach is grounded in fundamental analysis and a value‑oriented, long‑only strategy, combined with both tactical and strategic asset allocation to adjust exposures as market conditions or client needs change. Portfolios are tailored to individual objectives and constraints, with the adviser accommodating special situations such as legacy holdings, tax considerations, and client‑imposed restrictions, and conducting periodic reviews.

Wilson Financial Advisors is notable among peers for offering services through both wrap‑fee and non‑wrap programs, and for its ongoing public workshops (provided free of charge), features that are less common for similarly sized supported firms. The adviser was formed as a subsidiary of an insurance entity and its investment adviser representatives are separately licensed to sell insurance and annuity products; the brochure discloses that such sales can generate commissions and occasional travel or marketing reimbursements, a potential conflict the firm notes and discloses to clients.

Client services

Portfolio management Educational seminars or workshops

Consulting services not resulting in a financial plan

Expertise

Wealth management Annuities Income planning

Fee options

Fixed

Fixed fee for financial planning services generally between $1,000 and $5,000

Percentage

0.75% annually

Project-based

$250 per hour for financial planning and consulting services

Other

Account minimum: $10,000 Fee-only: Hourly fee of $250 per hour for financial planning and consulting services; Fixed fee for financial planning services ranges from $1,000 to $5,000

Main office location

Wilson Financial Advisors, LLC

12419 Lewis Street #202

Garden Grove CA 92840, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 714-204-0870

Advisors at this firm

Juan V

Series 63, Series 66

Garden Grove, CA

Wilson Financial Advisors, LLC

Juan Verdin is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wilson Financial Advisors since 2018. Verdin is also a licensed independent insurance agent involved in selling fixed insurance products. Wilson Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-only investment approach with tactical and strategic asset allocation, and it is noted for providing free public educational workshops in addition to its advisory services.

Wealth management Annuities Income planning

Jeffrey R

Series 65

Garden Grove, CA

Wilson Financial Advisors, LLC

Jeffrey Reardon is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, holding a Series 65 designation with six years of industry experience. He has worked at Wilson Financial Advisors since 2019 and previously at FCA and Pacific Valley Investments. Outside of his advisory role, he is also an insurance agent with Wilson Financial Services. Wilson Financial Advisors serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented, fundamental analysis approach combined with tactical and strategic asset allocation, and offers public educational workshops to various organizations.

Wealth management Annuities Income planning

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