Wilson Financial Advisors

What Wilson Financial Advisors does

Wilson Financial Advisors, LLC is an independent financial advisory firm headquartered at 12419 Lewis Street, Suite 202, Garden Grove, California, operating as a privately held LLC under California law. The firm provides retirement planning, wealth management, and insurance services to pre-retirees and retirees (age 55+) and to high net worth individuals with $3 million or more in net worth, primarily in Orange County, California. It markets itself as a family firm with a faith-based mission ("Glorify God | To Be | To Raise | To Lead"), with services available in English, Spanish, and Vietnamese.

The firm's service catalog spans three functional groupings: Grow (retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, portfolio analysis, risk assessment), Preserve (asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, IRA legacy planning), and Give (referral-based services for trusts, probate, charitable giving, estate planning, and tax planning delivered through external professionals). For the high-net-worth tier, the firm offers business succession planning, advanced legacy strategies, planned charitable giving, and coordinated sales of highly appreciated assets. The technology footprint is modest and consumer-facing: the corporate website hosts educational content and lead magnets (notably an annuity myths guide and a free "Retirement Tax Bill" calculator), a Riskalyze risk profiling tool is embedded for client onboarding, and Wistia is used to deliver financial planning videos. There is no proprietary platform or product engineering capability disclosed.

The business model is a traditional advisory compensation stack: asset-based fees for managed accounts, hourly or consultative fees for financial planning engagements, and commissions paid by insurance carriers on annuity and life insurance products. Go-to-market is consultative and direct, centered on scheduled one-on-one meetings with complimentary initial consultations. Distribution is split between in-person consultations at the Garden Grove office and remote engagement via Zoom and phone, supported by email, SMS marketing, and organic social channels. The leadership team is small, comprising COO/Managing Partner Juan Verdin, Financial Advisor Jeffrey P. Reardon, and Financial Services Specialist Jacob Rangel; total employee count is reported as 1-10.

Name

Wilson Financial Advisors

Legal name

Wilson Financial Advisors, LLC

Website

https://wilsonfinancialadvisors.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Wilson Financial Advisors is an independent financial advisory firm in Garden Grove, California providing retirement planning, wealth management, and insurance services to pre-retirees, retirees, and high net worth individuals, delivered via in-person consultations in Orange County and remote Zoom and phone engagements.

Ownership category

akta.pro rank

Product category

Financial Advisory / Retirement Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Life Insurance (6311)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Retirement planning services
• Wealth management advisory
• Annuity sales
• High net worth advisory
• Financial planning advisory

Headquarters

HQ city

Garden Grove

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Asset-Based Advisory Fees: Asset-based fees for actively managed investment accounts
2. Hourly/Consultative Fees: Hourly or consultative fees for financial planning engagements
3. Insurance Product Compensation: Compensation paid by financial/insurance companies when implementing certain products such as annuities and life insurance
4. Insurance Products: Sale of annuity and life insurance products with associated commissions

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Wilson Financial Advisors is an independent financial advisory firm that provides retirement income planning, wealth management, and insurance-related services to individuals and families. Its offerings span retirement strategies, investment management, annuities, IRA/401(k) rollovers, asset protection, life and long-term care insurance, tax-efficient strategies, and legacy planning, supported by a dedicated high net worth service tier for clients with $3 million or more in net worth.

Product overview

Wilson Financial Advisors offers a comprehensive suite of retirement planning and wealth management services primarily targeting pre-retirees and retirees in Orange County, California. The firm operates as a unified financial advisory practice rather than a platform-with-modules architecture, providing services across three main categories: Grow (retirement income, wealth management, annuities, investments, rollovers), Preserve (asset protection, life insurance, tax strategies, long-term care), and Give (IRA legacy planning). For high net worth clients with $3M+ in assets, the firm offers specialized services including business succession planning, advanced legacy strategies, and charitable giving. The firm also provides referral services for trusts, probate, estate planning, and tax planning through professional partners. Services are available in English, Spanish, and Vietnamese.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Income Strategies

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

Six partnerships are on record, tiered supporting.

• CPA (Accountants)supportingOthersCollaborative relationships with clients' existing CPA professionals for coordinated tax and financial planning strategies. Wilson Financial Advisors works with client permission to integrate financial advice with tax planning.
• Estate Planning AttorneyssupportingOthersProfessional coordination with estate planning attorneys to ensure comprehensive legacy and estate strategies for high net worth clients.
• RealtorssupportingOthersProfessional network relationships with real estate professionals to help clients with real estate transactions as part of financial planning strategies.
• Trust, Probate, and Charitable Giving Service ProviderssupportingOthersReferral network to trusted professionals providing trust services, probate administration, and charitable giving strategies.
• Tax Planning ProfessionalssupportingOthersCoordination with tax planning professionals to integrate tax-efficient strategies into comprehensive financial plans.
• RiskalyzeTechnology or IntegrationThird-party risk assessment platform integrated into the firm's website for client risk profiling and investment alignment.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: Independent RIA network with strong focus on evidence-based financial planning, retirement income, and tax strategies for HNW households. Comparable as a smaller-scale independent RIA competing against national brands.
• Beacon Pointe Advisors: California-headquartered independent RIA offering comprehensive financial planning, retirement, and wealth management services to HNW individuals. Comparable in size, service breadth, and high-touch advisory approach.
• Stratos Wealth Partners: Independent RIA and wealth management platform supporting affiliated advisors serving HNW clients. Comparable as an independent RIA network offering advisor support and centralized services to mid-sized practices.

Regional players

• Halbert Hargrove: Long-established independent RIA based in Orange County, California, serving HNW individuals and families with comprehensive wealth management. Directly comparable in geography, HNW client focus, and independent advisory model.

Broad incumbents

• Charles Schwab Wealth Advisory: Schwab's wealth advisory arm offers portfolio management and retirement planning to mass-affluent and HNW clients, with digital onboarding and broad product access — competes for rollovers and retirement assets.
• Fisher Investments: Large national RIA focused on HNW and high-net-worth retirement investors with portfolio management services. Competes for the same retirement-age HNW client with discretionary asset management offerings.
• Edelman Financial Engines: Largest independent RIA in the US, serving mass-affluent and HNW clients with retirement planning and wealth management. Represents the consolidated incumbent that small independents like Wilson compete against or partner with.
• Commonwealth Financial Network: Large independent broker-dealer and RIA supporting independent financial advisors with practice management, technology, and product access. Comparable to Wilson as an independent-affiliated advisory practice.

Emerging players

• Facet Wealth: Digital-first flat-fee financial planning firm serving HNW clients nationwide via remote CFP-led teams. Represents the digital hybrid advisory model that may compete with Wilson for next-generation HNW clients.

Others

• WiserAdvisor: Lead-generation marketplace that connects consumers with vetted financial advisors by specialty and geography. Wilson could leverage or compete against this channel for client acquisition.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/WILSONFINANCIALSERVICES
• LinkedInlinkedin.com/company/wilsonfinancialadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wilson Financial Advisors