Carroll Wilkerson
Carroll Wilkerson is a CFP-designated registered investment advisor at Wilkerson Advisory Group LLC, based in Columbia, MO, with 40 years of industry experience. Carroll operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 582 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
200 Southampton Dr, Suite 101, Columbia, MO, 65203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carroll is a partner and insurance agent at The W Group, LLC since 2008, focusing on fixed and non-variable insurance sales, dedicating a few hours per week. Carroll is also a managing member of CMO LLC (real estate rental) since 1998, owner of Deer Hollow LLC (personal farmland) since 2021, and a tax consultant at WR Tax Planners LLC since 2023.
Employment History
Current Registrations
Wilkerson Advisory Group LLC
Previous Registrations
Wr Wealth Planners LLC
V Wealth Advisors LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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