Wilson Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson Financial Advisors provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates and business entities, delivering ongoing discretionary portfolio management as well as financial planning, one‑time and as‑needed consultations. The firm also offers public educational workshops (noted in the brochure as always provided free of charge) and participates in both wrap‑fee and non‑wrap fee advisory programs.
The firm describes a value‑oriented, long‑term investment approach that relies on fundamental security analysis and a blend of strategic and tactical asset allocation, with portfolios tailored to each client’s objectives and risk tolerance. Accounts are actively monitored on a discretionary basis and the firm will adjust allocations or hold cash as needed to address special situations such as legacy positions or tax considerations.
Wilson Financial Advisors is organized as a subsidiary of an insurance entity and its representatives are licensed to sell insurance and annuity products, a relationship the brochure discloses can result in commissions and incentive awards and therefore presents potential conflicts of interest. Compared with peers, the firm’s combination of participating in wrap programs, regularly offering free public workshops, and operating with a small adviser team managing roughly $12.6 million across more than 200 clients is a notable aspect of its service model and client mix.
Client services
Expertise
Fee options
Financial planning and consulting fixed fees range between $1,000 and $10,000
0.75% annually
$250 per hour, charged in quarter hour increments
Account minimum: $10,000
Main office
12419 Lewis Street #202
Garden Grove CA 92840
Advisors at this office
2
Most active in
California
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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.
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 worked at FCA from 2016 to 2018. Outside of his advisory role, he is also an insurance agent at Wilson Financial Services. Wilson Financial Advisors provides investment advisory services to individuals, trusts, estates, and business entities, offering discretionary portfolio management and financial planning. The firm employs a value-oriented, long-term investment approach using fundamental security analysis and a blend of strategic and tactical asset allocation tailored to client objectives and risk tolerance.
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