Wilson David Investment Advisors fees and pricing

Financial planner in Aiken, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 19, 2026, Wilson David Investment Advisors charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “Fee as a % of Assets On Assets (per Client): 1.25% 1.15% 1.00% 0 $250,001 $500,001 Up to and Including Assets (per Client) $250,000 $500,000 Unlimited Financial planning is offered at an hourly rate of $100 per hour.”

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

“Fees are based on the market value of supervised assets at the commencement of service with Wilson David and are payable at the end of each quarter.”
“Wilson David charges fixed fees and hourly charges for financial planning that are payable after services are rendered.”

Its hourly rate of $100 is below the South Carolina median of $250. 3% of the 69 other South Carolina planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 14
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services
Assets managed: $6,905,963
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 172841
Website: wilsondavid.com (opens in new tab)
Phone: (803) 507-6300

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