Wilco Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,956,763
Total clients
11
55% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$996,069
About
Wilco Financial, LLC provides discretionary portfolio management and financial planning for individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm also offers occasional educational seminars and delivers quarterly written performance reports to managed-investment clients.
Investment decisions are guided by an asset-allocation framework and a mix of analysis techniques, including charting, fundamental, technical, and cyclical methods, and the firm implements trades under discretionary authority while allowing clients to impose reasonable account restrictions. Wilco recommends Charles Schwab as custodian, aggregates block trades when possible, and monitors accounts at least quarterly with annual in-person reviews available.
Notably for a solo, independent advisor with a small client roster and mid‑level AUM, the firm explicitly serves ERISA-type accounts (including pension/profit-sharing plans) and business entities and acts as a fiduciary when providing retirement account rollover advice. The brochure also discloses acceptance of soft‑dollar research from its recommended broker and that the principal has outside business activities consuming a portion of working time, factors clients may consider when evaluating service delivery.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
Income planning
Occupation focus
Founder/Business Owner
Fee options
Up to $5,000 for financial plans
0.85% annually
Account minimum: $500,000
Most active in
Wilco Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
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:
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")