# Wilson Financial Advisors, Inc.

> Wilson Financial Advisors, Inc. is a state-registered investment advisory firm in Salt Lake City, UT, registered since 1992, with no regulatory assets under management reported in its Form ADV filing dated December 14, 2023.

- CRD: 116274
- Filed as: WILSON FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: December 14, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116274
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-financial-advisors-inc-salt-lake-city-ut-116274

## Quick answers

**How is Wilson Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wilson Financial Advisors, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wilson Financial Advisors, Inc. located?**
Wilson Financial Advisors, Inc.'s principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Wilson Financial Advisors, Inc. registered with the SEC or a state?**
Wilson Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 116274.

**What types of clients does Wilson Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (10).

**Does Wilson Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116274

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $0 |
| High net worth individuals | 10 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 1992 (34 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wilsonfeeonly.com](https://wilsonfeeonly.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson Financial Advisors, Inc. (CRD 116274): Form ADV filing data as of October 2026.