Wiggin Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,512,949
Clients
30
23% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$317,098
About
Wiggin Financial Services serves individual clients and small business owners, with particular attention to pre‑divorce financial planning and small‑business planning needs. The firm provides written financial plans and discretionary investment management on a fee‑only basis, following a documented multi‑step planning process.
The firm’s investment approach combines a tactical overlay with strategic asset‑allocation models, employing a core‑satellite mix of passive and active exposures (including REITs, commodities, and actively managed funds) and generally assuming a minimum three‑year horizon for allocation decisions. Financial plans are built and modeled with MoneyGuidePro, plans are presented in meetings with follow‑up, accounts are reviewed quarterly, and client reporting is delivered via Advyzon.
Notably, Wiggin operates as a small, founder‑led practice with a limited client roster and approximately $9.5 million in assets under management, a scale the brochure indicates supports hands‑on, individualized service and frequent advisor review. The firm also highlights niche capabilities—pre‑divorce advice, divorce‑related certifications and mediation experience, Registered Life Planner credentials, and assistance with business continuation and employee benefit planning—that distinguish it from many peers of similar size.
Client services
Financial planning
Portfolio management
Expertise
Divorce financial planning
Business exit / sale strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
$0 - $149,999: Negotiable $150,000 - $1,999,999: 1.25% annually $2,000,000 - $2,999,999: 1.00% annually $3,000,000 - $3,999,999: 0.75% annually $4,000,000+: Negotiable
Current hourly rate is $150.00
Account minimum: $150,000 Minimum fee: Negotiable minimum annual fee for clients with assets under $150,000 Fee-only: Financial planning hourly rate $150/hour; $450 non-refundable retainer for financial plan
Main office location
Wiggin Financial Services
101 Ne 3 Rd Avenue, Suite 1500
Fort Lauderdale FL 33301, United States
Number of offices
2
Most active in
Wiggin Financial Services has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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