Nashville, TN Office

Updated today

Wilson Wealth Management Group, L. L. C.

Team

Firm-wide stats for Wilson Wealth Management Group, L. L. C.

Total advisors

Across 3 offices

Clients per advisor

96 High

Avg AUM per client

$103,500 Very Low

HNW client ratio

3% Very Low

About

Wilson Wealth Management Group is a team-based RIA that advises high-income and high-net-worth individuals, families, business owners, and also works with early-career investors such as recent graduates. The firm offers investment management, comprehensive and hourly financial planning, estate planning coordination via a third-party platform, and insurance and annuity solutions.

The firm combines model portfolios and customized stock portfolios, using price-based technical analysis to time trades alongside longer-term passive ETF allocations; strategies listed include individual equities, market-cap and sector exposures, thematic investments, and shorter-term trades that may use leveraged ETFs. Financial planning is supported by the RightCapital platform, and the firm can facilitate margin and securities-based lending through certain custodians while conducting periodic reviews and implementing a documented buy–sell protocol.

Noteworthy differences from many peers include a regular program of newsletters and market commentaries and an active insurance brokerage practice that sells life, disability, long‑term care products and annuities — including access to commission-free annuities through a third-party marketplace. The firm also documents potential conflicts tied to insurance commissions and provides comparative analyses (e.g., opportunity-cost illustrations) when making insurance recommendations, and it uses technology referrals for estate planning and financial-planning delivery.

Based on Wilson Wealth Management Group, L. L. C.

Expertise

General retirement planning College savings (529s, UTMA, etc.) Debt management Retirement income strategy

Based on Wilson Wealth Management Group, L. L. C.

Occupation focus

Founder/Business Owner

Based on Wilson Wealth Management Group, L. L. C.

Location

810 Dominican Dr, Ste 104

Nashville TN 37228

Advisors at this office

Marcus J

Series 66

Nashville, TN

Wilson Wealth Management Group, L. L. C.

Marcus Johnson is a financial advisor with Wilson Wealth Management Group, L.L.C. in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at Wilson Wealth Management Group since 2021 and maintains affiliations with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Outside of financial advising, Johnson is a saxophonist and is involved with Marcus Johnson Music. Wilson Wealth Management Group is a team-based RIA serving high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model portfolios and customized stock portfolios using technical analysis and longer-term passive ETFs, offering investment management, financial planning, estate planning coordination, and insurance and annuity solutions.

General retirement planning College savings (529s, UTMA, etc.) Debt management Retirement income strategy Founder/Business Owner

View complete list of advisors at this office

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