Advisor at WanderWealth Inc.
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
WanderWealth Inc.
Location
Hillsborough, NC
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Thomas Sikes is a CERTIFIED FINANCIAL PLANNER™ and principal of WanderWealth Inc., an independent advisory firm based in Hillsborough, NC. He has 19 years of industry experience and has led WanderWealth since 2006. In addition to his advisory role, he owns Traveltirement LLC, an online education and media business focused on retirement planning and long-term travel in Italy and France. WanderWealth Inc. provides discretionary investment management to individual clients, including retail and high-net-worth investors, using low-cost, passive, diversified ETF model portfolios. The firm manages accounts on the Altruist custodial platform under discretionary authority and emphasizes periodic rebalancing based on academic research.
$0 - $1,000,000: 0.95% per year $1,000,001 - $2,000,000: 0.85% per year $2,000,001+: 0.75% per year
Account minimum: $500,000 Fee-only: Fee-only basis, no commissions received from products.
Hillsborough, NC
North Carolina
WanderWealth Inc.
2006 - Present (20 years)
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Is not active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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