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Audra Bailey Wilcox

Advisor at integrity Advisory Solutions — Fayetteville, AR

Updated today

Credentials

Series 65

Experience

2 years

Location

Fayetteville, AR 72703

integrity Advisory Solutions logo

integrity Advisory Solutions

Multi-team

Total advisors

128

Across 78 offices

Clients per advisor

19 Very Low

Avg AUM per client

$449,171 Low

HNW client ratio

10% Low

About

Audra Wilcox is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 credential and has a background in law, working as an attorney and owner of Wilcox Attorneys, PA since 1998. Outside of advising, she owns a small retail store in Prairie Grove, Arkansas. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing fundamental and technical analysis alongside diversified asset-allocation strategies.

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

See office

Fayetteville, AR

2766 Millennium Dr

Fayetteville AR 72703

Advisors at this office

1

Most active in

Arkansas

Work history

2 years of industry experience

Integrity Advisory Solutions

2024 - Present • 2 years

Fayetteville, AR

NWA Wealth Managment, LLC

2024 - Present • 2 years

Fayetteville, AR

Wilcox Attorneys, PA

2023 - Present • 3 years

Fayetteville, AR

Sexton Bailey Attorneys, PA

2018 - 2022 • 4 years

Fayetteville, AR

A Bailey Attorney, PA

2002 - 2018 • 16 years

Farmington, AR

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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Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)
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Johnathan K

CFA®, Series 65

Rogers, AR

Krueger Asset Management, LLC

Johnathan Krueger is a CFA® charterholder and Series 65 licensed advisor at Krueger Asset Management, LLC with one year of industry experience. His prior roles include positions at Jag Capital Management, Cornerstone Business Services, and KPMG, as well as academic appointments at the University of Arkansas. Krueger Asset Management, LLC is a fee-only registered investment adviser providing wealth management services that combine discretionary investment management and financial planning. The firm focuses on a “Select Value” equity strategy complemented by asset allocation and uses both active and passive investment vehicles across equities and fixed income while also offering specialized consulting and educational seminars.

Business sale tax planning Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance
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Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, Arkansas, holding Series 63 and 65 licenses and bringing 24 years of industry experience. His prior work includes roles at DaVinci Wealth, Retirement Wealth Advisors, Delta Investment Management, and Lifeworks Advisors. He is also involved with Tekton Wealth Insurance Services, LLC, where he operates as a licensed insurance agent providing life and long-term insurance solutions. Tekton Wealth Advisors is an independent registered investment adviser that offers financial planning, consulting, and portfolio management for individuals, trusts, and estates. The firm constructs client portfolios through selected independent managers or personalized asset mixes using various analytical approaches and provides both project-based and ongoing financial planning services.

General retirement planning Wealth management Long-term care insurance General tax planning General estate planning guidance
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James S

Series 63, Series 66, Series 65

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, holding Series 63, Series 65, and Series 66 licenses with 15 years of industry experience. His prior roles include positions at SignalPoint Asset Management and Ameriprise Financial Services. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm offers portfolio management using fundamental, technical, and charting analysis and provides formal pension consulting and ERISA 3(21) fiduciary services.

Wealth management
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John C

Series 66

Fayetteville, AR

Holy City Prosperity, LLC

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

Spicer Capital

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

Real estate investing Annuities General tax planning
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