Wilson Financial Advisors, Inc.

Wilson Financial Advisors, Inc. (CRD# 116274) is a financial advisory firm headquartered in Salt Lake City, UT. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
230 South 500 East, Suite #120, Salt Lake City, UT 84102
https://wilsonfeeonly.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Wilson Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Fritz, financial advisor Salt Lake City UT
Thomas Fritz
CRD#: 2790351
50 S. 600 E., Ste. 250, Salt Lake City, UT 84102

Thomas Fritz (CRD# 2790351) is an Investment Advisor Representative working at Wilson Financial Advisors, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry.

2
Kent Wilson, financial advisor Salt Lake City UT
Kent L. Wilson
CRD#: 2742056
50 S. 600 E., Ste. 250, Salt Lake City, UT 84102

Kent Wilson (CRD# 2742056) is an Investment Advisor Representative working at Wilson Financial Advisors, Inc. in Salt Lake City, UT and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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