Wilson Insight fees and pricing
Financial planner in Philadelphia, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 16, 2025, Wilson Insight charges $100-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“Such additional hourly fees may range between $100-$500 per hour. 2.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wilson Insight bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such restrictions must be communicated to the Firm in advance and documented in writing.”
- “Other Consulting Services Other Consulting Services include financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by the client and the Firm in advance.”
- “Investment Management Services fees are billed quarterly and prorated based on the number of days that an account is open during the quarter.”
How Wilson Insight’s fees compare
- Its hourly rate of $100-$500 spans the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 8 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
About Wilson Insight
“Offered Wilson Insight primarily provides two types of advisory services: Financial Planning Services and Investment Management Services.”
- Principal: Robert Wilson
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 329619
- Phone
- (412) 576-1108
Other planners in Philadelphia that publish fees
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- Auctus Wealth Management Inc.Philadelphia$150/hr, $500
- Bird Financial Group LLCPhiladelphia$350/hr
- Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
- Diversified Human SolutionsPhiladelphia$150-$200/hr, $1,000-$5,000
- Elm WealthPhiladelphia$5,000
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.