…
About W.A. WIMBERLY & ASSOCIATES, INC.
W.A. WIMBERLY & ASSOCIATES, INC. is a reputable financial advisor firm that provides expert financial guidance to clients. With a team of knowledgeable and experienced advisors, they are able to offer a wide range of financial services to their clients.
How does the advisor help clients – Key Takeaways:
- Offers expert financial advice and guidance
- Provides a wide range of financial services
- Has a team of experienced and knowledgeable advisors
Facts and Insights
W.A. WIMBERLY & ASSOCIATES, INC. has been in business for over 20 years and has established themselves as a trusted financial advisor. They have a strong reputation for providing high-quality financial guidance and have helped numerous clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
W.A. WIMBERLY & ASSOCIATES, INC. serves a diverse range of clients including individuals, families, small business owners, and high net worth individuals. They are committed to providing personalized financial solutions for each client based on their unique goals and needs.
Fees & Compensation
W.A. WIMBERLY & ASSOCIATES, INC. charges a fee for their services, based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients’ and they are committed to providing transparent and competitive pricing.
The firm also provides clients with a full disclosure of their fees and any potential conflicts of interest in accordance with industry regulations.
Background
W.A. WIMBERLY & ASSOCIATES, INC. was founded over 20 years ago with a mission to provide personalized and expert financial guidance to clients. The firm’s team of advisors has a combined experience of over 50 years in the financial industry and are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, W.A. WIMBERLY & ASSOCIATES, INC. is required to disclose any potential conflicts of interest or legal or disciplinary events that may affect their ability to provide financial guidance. These disclosures can be found on their Form ADV, which is publicly available on the SEC’s website.