How Wilcox Financial, Inc. Helps Clients – Key Takeaways:
Wilcox Financial, Inc. is a well-respected financial advisory firm that provides expert financial guidance to individuals and businesses. The advisor offers a wide range of financial services, caters to diverse client types, and has a strong track record of success. Below are some key takeaways on how Wilcox Financial, Inc. helps its clients achieve their financial goals:
- Expert financial advice with a focus on building long-term relationships with clients
- Extensive range of financial services including portfolio management, retirement planning, and tax planning
- Customized financial strategies tailored to the individual needs and goals of each client
- Proactive and transparent communication to keep clients informed and involved in their financial decisions
- Comprehensive approach to financial planning that takes into account all aspects of a client’s financial situation
Facts and Insights:
Founded in 2005, Wilcox Financial, Inc. has quickly become a trusted name in the financial industry. The firm has a team of highly qualified and experienced advisors who are dedicated to providing their clients with the best financial guidance possible. With their in-depth knowledge and expertise, Wilcox Financial, Inc. is well-equipped to help clients navigate the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
As of March 2021, Wilcox Financial, Inc. had approximately $500 million in assets under management. The firm has a team of 10 advisors who have an average of 15 years of experience in the financial industry. With over 16 years in business, the firm has established a strong reputation for delivering exceptional financial services.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
Wilcox Financial, Inc. offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the key services offered by the firm include:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Risk Management
Client Types:
Wilcox Financial, Inc. caters to a wide range of clients, including individuals, families, and businesses. The firm takes a personalized approach to financial planning and works closely with each client to understand their unique needs, goals, and risk tolerance. This allows the advisors to create customized financial strategies that help clients achieve their financial objectives.
Fees & Compensation:
Wilcox Financial, Inc. believes in transparent and fair fee structures. The firm charges a percentage of assets under management as its fee, which incentivizes the team to help clients grow their portfolios. This alignment of interests ensures that the firm is always working in the best interest of its clients.
Background:
Wilcox Financial, Inc. was founded by John Wilcox, a highly experienced financial advisor with over 25 years of experience in the industry. John’s vision was to create a firm that focused on building long-term relationships with clients and providing them with expert financial guidance. Today, the firm has grown to become one of the most trusted and respected financial advisory firms in the industry.
Financial Advisor Disclosures to Know:
Transparency and integrity are core values at Wilcox Financial, Inc. The firm abides by all regulations and disclosures required by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). In addition, the advisor has a clean disciplinary record, with no instances of disciplinary actions or regulatory sanctions.