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Audra Wilcox

Advisor at integrity Advisory Solutions

Updated today

Location

Fayetteville, AR 72703

Credentials

Series 65

Industry experience

1 year

About

Audra Wilcox is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. She has a background in law, serving as an attorney and owner of Wilcox Attorneys, PA since 1998, and previously worked with Sexton Bailey Attorneys, PA and A Bailey Attorney, PA. Outside of her advisory and legal work, she owns a small retail store, Aud's & En's in The Grove, LLC. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

Client services

Based on integrity Advisory Solutions

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting services

Expertise

Based on integrity Advisory Solutions

Private / alternative investments Concentrated stock management

Occupation focus

Based on integrity Advisory Solutions

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees up to $50,000; retirement plan participant consulting fixed fees up to $5,000

Percentage

$0+: Edge Program: max total combined fee up to 2.00% advisory fee plus max 0.35% program fee plus TPSA fees (varies by sub-adviser) $0+: Third-Party Retirement Account Program: asset-based fee (percentage not specified, detailed in client agreement) $0+: Envestnet Asset Management Program: up to 2.8% or greater depending on account size, overlays, manager fees, etc. $0+: Wealth Solutions, Wealth Solutions SMA, Retirement Ally Programs (affiliate-sponsored wrap fee programs): fees detailed in separate brochures $0+: IAS Aspire Program (wrap fee program): fees detailed in separate brochure

Project-based

Up to $500 per hour for financial planning and consulting services, up to $500 per hour for retirement plan participant consulting

Other

Fee-only: Financial planning fees up to $50,000 fixed or up to $500/hour hourly; hourly consulting up to $500/hour; retirement plan participant consulting up to $5,000 fixed or $500/hour hourly

Location

2766 Millennium Dr

Fayetteville, AR 72703

Most active in

Arkansas

Work history

Integrity Advisory Solutions

2024 - Present (2 years)

NWA Wealth Managment, LLC

2024 - Present (2 years)

Wilcox Attorneys, PA

2023 - Present (3 years)

Sexton Bailey Attorneys, PA

2018 - 2022 (4 years)

A Bailey Attorney, PA

2002 - 2018 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darren V

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General retirement planning Income planning Medicare planning General tax planning
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CFA®, Series 66

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Active portfolio management Concentrated stock management Founder/Business Owner
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James S

Series 63, Series 65, Series 66

Fayetteville, AR

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James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at SignalPoint Asset Management, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory role, he is a partner in Oooweee, LLC, an entity involved in commercial real estate. SignalUp Wealth, LLC is a small independent firm providing discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm also offers consulting and planning services for qualified retirement plans and serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning Cash flow / budgeting Founder/Business Owner
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Series 66

Fayetteville, AR

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John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Stephen S

CFP®, Series 63

Fayetteville, AR

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Real estate investing Annuities General tax planning
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James W

Series 66

Fayetteville, AR

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James Wheeler is a financial advisor with Sovereign Capital LLC in Fayetteville, Arkansas. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Arvest Wealth Management and Arvest Bank. Outside of finance, Wheeler owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading, with a focus on tailored allocations and the use of derivatives and complex instruments.

Options & derivatives strategies Active portfolio management
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