Wilco Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilco Financial, LLC provides discretionary portfolio management and financial planning for individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm also offers occasional educational seminars and delivers quarterly written performance reports to managed-investment clients.
Investment decisions are guided by an asset-allocation framework and a mix of analysis techniques, including charting, fundamental, technical, and cyclical methods, and the firm implements trades under discretionary authority while allowing clients to impose reasonable account restrictions. Wilco recommends Charles Schwab as custodian, aggregates block trades when possible, and monitors accounts at least quarterly with annual in-person reviews available.
Notably for a solo, independent advisor with a small client roster and mid‑level AUM, the firm explicitly serves ERISA-type accounts (including pension/profit-sharing plans) and business entities and acts as a fiduciary when providing retirement account rollover advice. The brochure also discloses acceptance of soft‑dollar research from its recommended broker and that the principal has outside business activities consuming a portion of working time, factors clients may consider when evaluating service delivery.
Client services
Expertise
Occupation focus
Fee options
Up to $5,000 for financial plans
0.85% annually
Account minimum: $500,000
Main office
College Grove TN
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Wilco Financial · Wilco Financial, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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