Wilhelm Financial Services, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilhelm Financial Services, PLLC provides investment advisory services including portfolio management, comprehensive financial planning, and asset‑tracking. The firm works mainly with individual, high‑net‑worth clients and generally does not accept investment management relationships under $3 million, with exceptions made when additional funds are anticipated.
The firm operates predominantly on a non‑discretionary basis: it begins with a financial plan to set target returns, builds diversified asset allocations, and typically implements those allocations with low‑cost index mutual funds and ETFs selected for consistent exposure, fees, and tax characteristics. Trades are executed only with client authorization or verification, and clients receive quarterly performance reports and reviews.
Wilhelm is notable among independent advisers for managing roughly $171 million almost entirely without discretionary trading authority and for serving a very small number of clients, producing unusually large average account sizes. The firm is fee‑only (it does not sell commissioned products), offers optional portfolio accounting and net‑worth reporting for higher‑fee clients, and its principal holds CFP certification and advanced tax training.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.40% $5,000,001 - $6,000,000: 0.35% $6,000,001 - $7,000,000: 0.30% $7,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10%
Account minimum: $3,000,000 Fee-only: Fee-only investment management firm; no commissions or other product sales
Main office
Olympia WA
Advisors at this office
1
Most active in
Washington
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.
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