Advisor at Selective Wealth Management, Inc.
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Firm
Selective Wealth Management, Inc.
Location
Forest, VA 24551
Credentials
CFP®, Series 65
Industry experience
5 years
Robert Wigfield is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Selective Wealth Management, Inc. since 2020 and previously held roles at BirdDog Group, LLC, Synopsys, Inc., and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.
Based on Selective Wealth Management, Inc.
One-time fixed fee for stand-alone financial planning; retainer up to $1,200 possible
1.25% Annually
Negotiable for qualified institutional clients; generally not charged
Account minimum: $1,000,000
1149 Vista Park Drive, Unit D
Forest, VA 24551
Texas · Virginia
Selective Wealth Management
2023 - Present (3 years)
Selective Wealth Management
2020 - Present (6 years)
BirdDog Group, LLC
2018 - 2020 (2 years)
Synopsys, Inc
2018 - 2018 (1 year)
Liberty University
2015 - 2018 (3 years)
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Is active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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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.
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.
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