Wilson Financial Advisors, Inc.

Wilson Financial Advisors, Inc. (CRD# 116274) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $400,000,000 in 2,000 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    2,000
    ACCOUNTS
  • Average Account Value
    $200,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Wilson Financial Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Thomas Fritz
CRD#: 2790351
50 S. 600 E., Ste. 250, Salt Lake City, UT 84102
96
Wealthminder
score

Thomas Fritz (CRD# 2790351) is an Investment Advisor Representative working at Wilson Financial Advisors, Inc. in Salt Lake City, UT and has over 20 years of experience in the finance industry. Thomas Fritz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carol A. Wilson
CRD#: 1831284
50 S. 600 E., Ste. 250, Salt Lake City, UT 84102
96
Wealthminder
score

Carol Wilson (CRD# 1831284) 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. Carol Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kent L. Wilson
CRD#: 2742056
50 S. 600 E., Ste. 250, Salt Lake City, UT 84102
96
Wealthminder
score

Kent Wilson (CRD# 2742056) is an Investment Advisor Representative working at Wilson Financial Advisors, Inc. in Salt Lake City, UT and has over 20 years of experience in the finance industry. Kent Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kenneth R. Poulsen
CRD#: 5353616
50 South 600 East, Suite #250, Salt Lake City, UT 84102
93
Wealthminder
score

Kenneth Poulsen (CRD# 5353616) is an Investment Advisor Representative working at Wilson Financial Advisors, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.

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