Wilkerson Advisory Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$325,792,503
Clients
582
16% high-net worth
Advisors
4
of 10 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
146
Very HighAverage account size
$559,781
About
Wilkerson Advisory Group advises individuals, high-net-worth clients, trusts, estates, charitable organizations and corporate retirement plans, offering discretionary investment management and a range of retirement-plan consulting services. Financial planning is provided as part of its advisory engagements, and the firm may engage sub‑advisors to manage all or portions of client assets.
The firm’s investment approach blends a macro, top‑down tactical asset-allocation framework with sector rotation and a relative growth/value lens, supplemented by fundamental, quantitative and technical analysis and disciplined rebalancing. WAG uses a third‑party risk analysis platform (Nitrogen, formerly Riskalyze) to quantify client risk scores and align portfolios, and it may recommend private funds and other alternative strategies that involve leverage or derivatives when appropriate.
Noteworthy distinctions include the firm’s recent SEC registration in February 2025 and its use of client testimonials in advertising, a practice uncommon among comparable team firms. The firm also cites the use of technology — including an AI meeting-notetaker — and a willingness to employ sub‑advisors and serve as an ERISA 3(38) manager or recommend private placement opportunities, making its service and implementation model relatively layered compared with many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Active portfolio management
Fee options
Fixed fees charged for stand-alone financial planning services based on complexity and client needs
$0+: up to 1.50% annually for discretionary asset management services $0+: up to 1.00% annually for ERISA plan services
Hourly fees charged for consulting services upon request; payment due upon completion of services
Fee-only: Financial planning services included as part of investment advisory services; stand-alone financial planning and consulting services offered for fixed fees or hourly rates
Main office location
Wilkerson Advisory Group LLC
200 Southampton Dr, Suite 101
Columbia MO 65203, United States
Number of offices
1
Most active in
Wilkerson Advisory Group LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Arkansas · Colorado · Florida · Illinois · Kansas · Louisiana · Minnesota · Missouri · Nebraska · Ohio · Tennessee · Texas · Wisconsin
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 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.
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