Salt Lake City, UT
Established in 1984, Wilson Financial Advisors is a strictly fee-only, comprehensive financial planning firm. Fee-only compensation means an advisor never accepts commissions or compensation related to the products he or she recommends. Our firm is not associated with any product provider, so we can make specific, cost-conscious investment recommendations. We work with low-cost custodians such as td Ameritrade Institutional and Charles Schwab Institutional. WFA is independent and unaffiliated with the aforementioned brokerages. Through these institutional accounts, our clients can buy many institutional-priced fund shares, which carry substantially lower expense ratios than retail fund shares. We offer these accounts as a service to our clients—but they are free to buy funds and other investments through other brokers of their choice as well.
Services Provided
Senior Financial Advisors
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