A complete list of active advisors currently associated with Wilkerson Advisory Group LLC

Warmer can help you find a great advisor at Wilkerson Advisory Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wilkerson Advisory Group LLC, 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.