Wilkerson Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilkerson Advisory Group LLC provides discretionary investment management, financial planning (including standalone comprehensive plans and hourly consulting), and retirement‑plan services to individuals, high‑net‑worth clients, employer‑sponsored plans, trusts, estates, and business entities. The firm offers both ongoing portfolio management and ERISA‑focused services—ranging from 3(38) investment management to participant education and plan consulting.
The firm employs a macro, top‑down approach with tactical asset allocation, sector rotation and a relative growth/value framework, while emphasizing diversification and disciplined rebalancing. WAG uses third‑party tools such as Nitrogen (formerly Riskalyze) to quantify client risk profiles and may engage sub‑advisors for portions of client assets; it also discloses use of artificial intelligence and machine‑learning tools to support reporting and administrative workflows, with human review of AI outputs.
Compared with many peers, the firm explicitly discloses its use of client testimonials in advertising and documents its AI usage in the Form ADV. WAG also routinely considers private and non‑liquid alternative investments and structured products for eligible clients, and reports roughly $327 million in discretionary assets managed by its advisory team.
Client services
Expertise
Fee options
Fixed fees for full financial plans ranging from $2,500 to $15,000
$0+: Up to 1.50% annually for discretionary direct asset management services $0+: Up to 1.00% annually for ERISA plan services, negotiable and may be a percentage or flat fee
$350/hour for consulting services
Fee-only: Hourly financial planning and consulting services at $350/hour; Fixed financial planning fees ranging from $2,500 to $15,000
Main office
200 Southampton Dr, Suite 101
Columbia MO 65203
Advisors at this office
5
Most active in
Arizona · Arkansas · Colorado · Florida · Illinois · Kansas · Louisiana · Minnesota · Missouri · Nebraska · Ohio · Tennessee · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Quick links
Advisors at this firm
Thomas S
CFP®, Series 66
Columbia, MO
Wilkerson Advisory Group LLC
Thomas Squires is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Wilkerson Advisory Group LLC and has a background that includes tax consulting and preparation through his ownership of multiple related businesses. Squires also has experience as an insurance agent. Wilkerson Advisory Group LLC provides discretionary investment management and financial planning services to a range of clients including individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm employs a macro, top-down investment approach with tactical asset allocation, sector rotation, and a relative growth/value framework.
Benjamin D
CFP®, Series 66
Columbia, MO
Wilkerson Advisory Group LLC
Benjamin Dierkes is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Wilkerson Advisory Group LLC and has previously worked at WR Wealth Planners LLC and The W Group, among other firms. He is also involved as a tax consultant with WR Tax Planners LLC in Columbia, MO. Wilkerson Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm uses a macro, top-down investment approach with tactical asset allocation and employs artificial intelligence tools alongside human review to support client services.
Graham B
CFP®, Series 65
Columbia, MO
Wilkerson Advisory Group LLC
Graham Buresh is a CFP® and Series 65-licensed financial advisor at Wilkerson Advisory Group LLC with three years of industry experience. He previously worked at WR Wealth Planners and UMB Financial before joining his current firm. Wilkerson Advisory Group LLC provides discretionary investment management, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a macro, top-down investment approach with tactical asset allocation and uses advanced tools, including artificial intelligence, to support its portfolio management and client services.
Bailee B
Series 65
Columbia, MO
Wilkerson Advisory Group LLC
Bailee Butler is a financial advisor at Wilkerson Advisory Group LLC in Columbia, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Wilkerson Advisory Group, Bailee worked at Veterans United and Chick-Fil-A, and was a full-time student before starting in the financial industry. Wilkerson Advisory Group LLC provides discretionary investment management, financial planning, and retirement-plan services to individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm uses a macro, top-down investment approach with tactical asset allocation and sector rotation, incorporating third-party tools and artificial intelligence to support risk profiling, reporting, and administrative workflows.
Carroll W
CFP®, Series 63
Columbia, MO
Wilkerson Advisory Group LLC
Carroll Wilkerson is a CFP® with 41 years of industry experience. He is currently with Wilkerson Advisory Group LLC and has held prior roles at Deer Hollow LLC, WR Wealth Planners LLC, V Wealth Advisors LLC, LPL Financial, The W Group LLC, CMO LLC, and Waddell & Reed, Inc. Outside of advisory work, he is involved in tax consulting through WR Tax Planners LLC. Wilkerson Advisory Group LLC provides discretionary investment management, financial planning, and retirement-plan services to individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm employs a macro, top-down approach with tactical asset allocation, sector rotation, and a relative growth/value framework, emphasizing diversification and disciplined rebalancing.
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")