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Whicker Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth clients, delivering tailored investment portfolios and written financial plans. The newly formed, single-advisor practice reports no assets under management as of the brochure date and accepts clients without a stated account minimum.
Investment strategy emphasizes asset-allocation driven portfolios using Modern Portfolio Theory and primarily passive instruments, with portfolio supervision performed on a regular (quarterly) basis and financial planning integrated into ongoing client relationships. The firm offers both ongoing planning for managed-account clients and limited-scope, project-based engagements for specific planning needs.
Notable distinctions include the principal’s accounting and tax background—formal graduate accounting education and prior experience as a tax manager at an accounting firm—which the firm leverages in tax-planning and business-planning work. The firm is fee-only but also offers project-based planning billed on an hourly basis (hourly engagements are documented at $250/hour), an arrangement that is less common among peers in this advisor category.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
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.
Main office location
Whicker Wealth Management, LLC
Clayton IN, United States
Number of offices
1
Most active in
Whicker Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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