A complete list of active advisors currently associated with Whicker Wealth Management, LLC
Warmer can help you find a great advisor at Whicker Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Whicker Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clayton, IN
| 6
|
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