Wiggin Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wiggin Financial Services serves individual clients and small business owners, with particular attention to pre‑divorce financial planning and small‑business planning needs. The firm provides written financial plans and discretionary investment management on a fee‑only basis, following a documented multi‑step planning process.
The firm’s investment approach combines a tactical overlay with strategic asset‑allocation models, employing a core‑satellite mix of passive and active exposures (including REITs, commodities, and actively managed funds) and generally assuming a minimum three‑year horizon for allocation decisions. Financial plans are built and modeled with MoneyGuidePro, plans are presented in meetings with follow‑up, accounts are reviewed quarterly, and client reporting is delivered via Advyzon.
Notably, Wiggin operates as a small, founder‑led practice with a limited client roster and approximately $9.5 million in assets under management, a scale the brochure indicates supports hands‑on, individualized service and frequent advisor review. The firm also highlights niche capabilities—pre‑divorce advice, divorce‑related certifications and mediation experience, Registered Life Planner credentials, and assistance with business continuation and employee benefit planning—that distinguish it from many peers of similar size.
Client services
Expertise
Occupation focus
Fee options
$0 - $149,999: Negotiable $150,000 - $1,999,999: 1.25% annually $2,000,000 - $2,999,999: 1.00% annually $3,000,000 - $3,999,999: 0.75% annually $4,000,000+: Negotiable
Current hourly rate is $150.00
Account minimum: $150,000 Minimum fee: Negotiable minimum annual fee for clients with assets under $150,000 Fee-only: Financial planning hourly rate $150/hour; $450 non-refundable retainer for financial plan
Main office
101 NE 3rd Avenue, Suite 1500
Fort Lauderdale FL 33301, United States
Most active in
Florida · Texas
Also doing business as
Wiggin Financial Planning , P.A. · Wiggin Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")