Gregory Whicker
Advisor at Whicker Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Whicker Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Clayton, IN
Credentials
CFP®, CFA®, PFS™, Series 65
Industry experience
6 years
Gregory Whicker is a CFP®, CFA®, and PFS™ with six years of industry experience. He is the sole advisor at Whicker Wealth Management, LLC, an independent firm he founded in 2026. Prior to establishing his practice, he worked at LJI Wealth Management, Denali Wealth Management Advisors, and BGBC Partners. His background includes formal graduate accounting education and experience as a tax manager at an accounting firm. Whicker Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset-allocation driven portfolios using Modern Portfolio Theory and passive instruments, integrating ongoing financial planning into client relationships with regular portfolio supervision.
Based on Whicker Wealth Management, LLC
Fixed fees ranging from $2,000 to $7,500 for Project-Based Financial Planning
$1 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.60% $5,000,001 - and Above: 0.40%
$250 per hour for Project-Based Financial Planning
Fee-only: No commissions; fees are paid solely by clients for advisory services.
Clayton, IN
Indiana
Whicker Wealth Management, LLC
2026 - Present (1 year)
LJI Wealth Management, LLC
2022 - 2026 (4 years)
Denali Wealth Management Advisors, LLC
2018 - 2022 (4 years)
BGBC Partners, LLP
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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