Services
Wilkinson Wealth Management, LLC has a competent, professional team with a wide range of certifications, specialties, and industry experience. Whatever financial goals our clients bring to us, we provide the experience and care they need to feel confident moving toward success.
Financial Planning
Our comprehensive financial planning services are designed to address all aspects of your financial life, including (but not limited to) detailed education planning, strategic major purchase planning, and thorough retirement planning to help you secure your future. We employ a meticulous and detail-oriented approach to ensure that the guidance we give is tailored and adaptable to your specific goals, because we believe that effective financial advice is never one-size-fits-all.
Our financial planning fees start at $3000, with additional fees potentially applying based on complexities such as:
- Business ownership
- Real estate cash flow strategies
- Equity compensation
- Special needs planning
- Misc unique circumstances
We will assess your situation with you and confirm final pricing after an initial consultation, which is always complementary. Reach out to us today to set up an appointment.
Investment Management
Our investment process involves four comprehensive steps: identifying your goals and objectives, developing your strategy, implementing your new portfolio, and continuous monitoring your investments. Each of these steps is tailored to simplify your financial life and ensure your investments serve your unique situation.
Our investment management services for MAA accounts are priced as a percentage of “assets under management” (AUM fee) and are inclusive of all related costs. Fees are normally deducted directly from the managed account on a quarterly basis for your convenience, but alternative arrangements can be made.
Client Fee
- Under $500,000 – 1.25% per year
- $500,000 - $1,000,000 – 1.1% per year
- Over $1,000,000 – 1.0% per year
Social Security: By the Numbers
Is a SEP-IRA Right for Your Business?
