Established in 1984, Wilson Financial Advisors is a strictly fee-only, comprehensive financial planning firm.

As a member of the National Association of Personal Financial Advisors (NAPFA, www.NAPFA.org), we are required to adhere to the strictest ethical and educational standards in the financial services industry. NAPFA has stringent admission criteria and members commit to a fiduciary standard that ensures the client’s interest is always paramount.

Fee-only compensation means an advisor never accepts commissions or compensation related to the products he or she recommends.

In addition, advisors do not accept or pay referral fees. A fee-only compensation structure enables us to offer completely objective advice without any conflict of interest. Fee-only firms are dramatically different from fee-based advisory services, where an advisor charges fees and accepts commissions.

Wilson Financial Advisors is also a non-discretionary advisor. Non-discretionary firms do not take control of or custody clients’ assets. Every transaction in a client account is done directly by our clients via a three-way phone call or online. We cannot initiate any account transactions without the explicit consent of our clients.

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.

Our Code of Ethics

We recognize our fiduciary responsibility to clients and to the public, and we uphold the highest standards of care in the industry by espousing and practicing the following:

• Objectivity
• Fairness and Suitability
• Full Disclosure
• Confidentiality
• Integrity and Honesty
• Professionalism and Competence
• Regulatory Compliance

 

Wilson Financial Advisors is registered in Utah and Idaho. Although WFA serves clients in other states, no business is conducted with any individual in a state unless WFA is registered or exempt from registration. Nothing on this Website shall be construed as a solicitation of business in any state in which WFA is not registered. Part II of Form ADV is available upon request without charge.

 

READ WILSON FINANCIAL ADVISORS PRIVACY STATEMENT