Whicker Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth clients, delivering tailored investment portfolios and written financial plans. The newly formed, single-advisor practice reports no assets under management as of the brochure date and accepts clients without a stated account minimum.
Investment strategy emphasizes asset-allocation driven portfolios using Modern Portfolio Theory and primarily passive instruments, with portfolio supervision performed on a regular (quarterly) basis and financial planning integrated into ongoing client relationships. The firm offers both ongoing planning for managed-account clients and limited-scope, project-based engagements for specific planning needs.
Notable distinctions include the principal’s accounting and tax background—formal graduate accounting education and prior experience as a tax manager at an accounting firm—which the firm leverages in tax-planning and business-planning work. The firm is fee-only but also offers project-based planning billed on an hourly basis (hourly engagements are documented at $250/hour), an arrangement that is less common among peers in this advisor category.
Client services
Expertise
Fee options
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.
Main office location
Whicker Wealth Management, LLC
Clayton IN, United States
Number of offices
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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