Wilson Financial Advisors
Contact Information
-
Address
Financial planner · · 230 S 500 E Fashion Collection, Salt Lake City, UT, 84102 -
Phone
(801) 355-5210 -
Website
wilsonfeeonly.com
Location
About Wilson Financial Advisors
Wilson Financial Advisors is a financial planner in Salt Lake City, Utah. The firm provides comprehensive, fee-only financial planning to individuals and institutions, specializing in investment advising, portfolio design, cash flow management, and retirement planning. Their expertise includes wealth management, tax planning, employee benefits, and estate planning.
Established in 1984, the firm operates as a strictly fee-only practice, offering an alternative to commission-based models. The team consists of industry professionals, including Certified Financial Planners (CFP®), who focus on maintaining clients' financial health through sound investments and careful planning. Their research process emphasizes analytical expertise, intellectual honesty, and long-term decision-making. As members of the National Association of Personal Financial Advisors (NAPFA), they adhere to rigorous ethical and educational standards, acting as fiduciaries to ensure all advice is provided in the best interest of their clients.
Wilson Financial Advisors is known for its commitment to transparency and its dedication to providing objective advice free of conflicts of interest. The firm's long-standing history and adherence to the highest professional standards make them a trusted resource for comprehensive financial management in Salt Lake City.
Services:
- Comprehensive Financial Planning
- Estate Planning
- Investment Management
- Tax Planning
- Wealth Management
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