Wilson Investment Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson Investment Advisory Services is an independent, single-advisor registered investment adviser that serves individual clients with personalized investment planning and portfolio management. The firm provides both discretionary and non-discretionary asset management and offers investment planning on a fixed‑fee or hourly basis.
Portfolios are constructed and monitored based on each client’s suitability information, with research grounded in fundamental analysis and Morningstar analytics; the firm primarily recommends mutual funds and ETFs and uses model portfolios, long‑ and short‑term purchases, and periodic rebalancing. Discretionary accounts are monitored continuously, and the firm routinely combines related household accounts for fee determination and recommends periodic (typically annual) reviews.
The firm’s managing principal is also a licensed CPA who offers tax preparation services for a separate fee and may recommend those services to clients, an affiliation that is uncommon among independent advisory firms. In addition, personnel are registered representatives of Lincoln Investment Planning (and associated with Capital Analysts, LLC) and are licensed insurance agents, so clients may be offered commission‑based brokerage or insurance products separate from the firm’s advisory services.
Client services
Expertise
Fee options
Investment planning services charged on a fixed fee basis ranging from $400 to $5,000, negotiable based on complexity and scope.
Up to 1.00% annually (negotiable based on assets and complexity)
Commissions earned by certain associated persons for selling insurance products and securities through affiliations; separate from advisory fees.
Investment planning services charged between $100 and $300 per hour, negotiable based on complexity and scope.
Account minimum: $100,000 minimum (may be waived at discretion)
Main office
Plano TX
Advisors at this office
1
Most active in
Texas
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
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