Wilson Capital, LLC fees and pricing

Financial planner in Swampscott, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2026, Wilson Capital, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “The Advisors hourly fee will be billed at a rate of $200 per hour.”

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

“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“For services provided to small business profit sharing plans, the above fees are calculated on the aggregate assets of the plan and the plan trustee is invoiced after the end of the quarter.”
“The Advisors hourly fees will be negotiated and agreed upon by the parties in advance.”

Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2013 (13 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 56
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $37,001,955
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 166557
Website: x.com/WILSONCAPITAL (opens in new tab)
Phone: (508) 527-6592

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.