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FORM ADV PART 2A

Brochure Disclosing Our Business Practices

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Investment Management & Financial Planning

SOCIAL SECURITY ESTIMATOR

FREQUENTLY ASKED QUESTIONS

"SAW provides clients with comprehensive or hourly, as-needed fee-only financial planning and
daily investment management."

How Do We Charge Our Clients

Please Call Us for Our Reasonable Fees.

Hourly Work

After the initial meeting, clients may choose to engage our Firm on an hourly, as-needed basis for our services. Upon the clients approval, we will offer services for a predetermined number of hours of work or propose a project price . Hourly and project work is set by the Firm and should accompany a timeline for completion. Under this arrangement the client must be proactive and is responsible for identifying the body of work and specific goals, furthermore, implementation of the recommendations is the clients' responsibility as the Firm does not monitor or give follow-up financial advice. Many clients seek hourly or project work for financial advice or have questions on a specific financial issue, desire a second opinion, or require a "financial check-up" with regards to their personal financial situation.

Contract Clients

Contract clients receive comprehensive financial planning and wealth management services on an on-going annual basis. Contract clients enjoy a proactive relationship with our firm, as the responsibility is that of the adviser to monitor and give timely advice or guidance regarding each clients financial plan and portfolio of investments. Typically, clients who are contract clients are interested in a long-term relationship with our firm. Our firm does NOT use the industry standard "assets under management " or "net worth" formula to calculate our fees. Each client is unique and the fee for contract work will take into consideration the complexity of work and the variety of assets under our management. Contract fees are not calculated on the performance or results of your portfolio.

Portfolio Management Services

Investment Management clients retain our firm for the on-going management of their investment portfolio. During the initial meeting we will analyze the clients stated goals, objectives and investment experience taking into consideration tolerance for risk. This analysis allows our firm to develop a strategy for continuous and focused investment advice. We recommend a review on at least a semi-annual basis to ensure our services are consistent with your stated goals and objectives.

S.A.Wilson & Associates, LLC is a Registered Investment Advisor and any content on this website is for informational purposes only. S.A. Wilson & Associates, LLC may only transact business in those jurisdictions in which it is approved. The purpose of this website is for informational purposes and incidental in nature as to not cause the firm to be registered in jurisdictions where it does not give investment advice For full disclosure of S. A. Wilson & Associates, LLC please download a copy of Form ADV Part 2A

More Information:

Media Relations
Tax Deductibility of Our Services
Tools and Calculators
Frequently Asked Questions
Code of Ethics
Confidential Questionnaire
Risk Tolerance Questionnaire
Pennsylvania Securities Commission
Securities & Exchange Commission

Additional information about S.A. Wilson & Associates, LLC also is available on the SEC's website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for S.A. Wilson & Associates, LLC is 158417. S.A. Wilson & Associates, LLC is a Registered Investment Advisor. Registration with the Pennsylvania Securities Commission does not imply a certain level of skills or training.

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3 West Monument Square Suite 300, Lewistown, Pa 17044 | (717) 242-2224