A complete list of active advisors currently associated with Wilson, Mark Henry

Warmer can help you find a great advisor at Wilson, Mark Henry or one who fits your needs even better.

The firm provides comprehensive financial planning and related services to individual clients, including cash‑flow and budget development, retirement and education planning, tax preparation, insurance and estate-document review. In addition to advisory work, the firm operates a full‑time accounting practice and offers real estate brokerage services on a part‑time basis, while not managing client investment assets or participating in wrap programs. Plans are tailored to each client’s circumstances and the firm uses fundamental analysis when offering investment advice, with annual reviews of financial plans. Compensation is billed on an hourly or fixed‑fee basis rather than as a percentage of assets, and the firm does not accept custody of client funds, discretionary trading authority, or recommend particular securities for client accounts. What is distinctive relative to peers is the combination of an active CPA/accounting practice and an affiliated real estate brokerage alongside financial planning — a set of affiliations that is uncommon for firms in this category. The firm also emphasizes avoiding transaction‑based conflicts (no product sales or commission compensation), maintains a written Code of Ethics and a business continuity plan, and documents any material conflicts in writing for clients.

To learn more about the advisors currently working at Wilson, Mark Henry, 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
Mark Wilson	Pebble Beach, CA	11

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