Advisor at The Partners Wealth Management
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.
Firm
The Partners Wealth Management
Location
Ponte Verde Beach, FL 32082
Credentials
Series 63, Series 65
Industry experience
15 years
Richard Wilkins is a financial advisor at The Partners Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Principal Securities and Principal Life Insurance Company. Outside of his advisory role, Wilkins is involved in baseball coaching and consulting in Ponte Vedra Beach, FL. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, and retirement-plan advisory services. The firm employs a multi-team advisor structure and utilizes customized portfolio strategies incorporating mutual funds, ETFs, individual equities, and fixed-income securities.
Based on The Partners Wealth Management
Fixed fees may be charged for financial planning engagements.
up to 2.99% annually (negotiable based on assets, complexity, and relationship)
Investment Advisory Representatives may earn separate commissions as registered representatives or insurance agents; commissions are separate and in addition to advisory fees.
Up to $400 per hour for one-time financial planning and consulting services.
Fee-only: Investment advisory fees up to 2.99% annually based on assets; platform fees up to 0.25% annually; third-party Model Provider or TPIM fees up to 1% annually; hourly financial planning fees up to $400/hour; fixed fees for financial planning engagements; retirement plan advisory fees up to 1% annually or fixed rate.
848 Mill Stream Rd.
Ponte Verde Beach, FL 32082
Florida
Purshe Kaplan Sterling Investments
2024 - Present (2 years)
The Partners Wealth Management
2024 - Present (2 years)
Principal Securities
2010 - 2024 (14 years)
Principal Life Ins Co
2010 - 2024 (14 years)
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Verified by Warmer
Series 66, Series 7
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As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
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Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.
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