A complete list of active advisors currently associated with Wilhelm Financial Services, PLLC

Warmer can help you find a great advisor at Wilhelm Financial Services, PLLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wilhelm Financial Services, PLLC, 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.