Wilson Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$600/hr

“Hourly fees are negotiable but typically range from $300 to $600 per hour.”

Annual fee

$5,000⁠-⁠$30,000/yr

“WA's fees typically range from $5,000 to $30,000 annually per client, but are determined based on the complexity of each client's circumstances, and are adjusted up or down, accordingly.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wilson Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are prorated and billed semi-annually, but never more than six months in advance, with the bills being physically sent during the above-mentioned six month period.”
• “Any such fees will be discussed and agreed to by both WA and the client, in advance.”
• “Included is an acknowledgement that clients have the right to terminate the agreement at any time, in writing, with any billing being prorated to the date of termination.”

How Wilson Advisors, LLC’s fees compare

• Its hourly rate of $300-$600 is above the New York median of $300. 78% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $5,000-$30,000 spans the New York median of $6,250. 84% of the 80 other New York planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wilson Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

40

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144440

Website

wilsonadvisors.com (opens in new tab)

Phone

(518) 982-1040

Can advise clients in 2 states: California, New York

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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