Kristopher Wilson
Kristopher Wilson is a registered investment advisor at Simple Financial, LLC, based in West Jordan, UT, with 2 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and business consulting are charged at a rate of $150 per hour, based on the complexity and unique needs of the client. Prior to starting, clients will receive an estimated fee for the plan or consultation.
Location
6671 S Redwood Road, Suite 200, West Jordan, UT, 84084
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristopher is an insurance agent at Legacy Insurance & Financial Services, LLC, providing insurance sales and services. This takes about a quarter of his time.
Employment History
Current Registrations
Simple Financial, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.