Gregory Whicker
Advisor at Whicker Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Whicker Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Clayton, IN
Credentials
CFP®, CFA®, PFS™, Series 65
Industry experience
6 years
Based on Whicker Wealth Management, LLC
Fixed fees ranging from $2,000 to $7,500 for Project-Based Financial Planning
$1 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.60% $5,000,001 - and Above: 0.40%
$250 per hour for Project-Based Financial Planning
Fee-only: No commissions; fees are paid solely by clients for advisory services.
Clayton, IN
Indiana
Whicker Wealth Management, LLC
2026 - Present (1 year)
LJI Wealth Management, LLC
2022 - 2026 (4 years)
Denali Wealth Management Advisors, LLC
2018 - 2022 (4 years)
BGBC Partners, LLP
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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