Bret Wilhelm is a CFP-designated registered investment advisor at Wilhelm Financial Services, PLLC, based in Olympia, WA, with 25 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 9 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $6.0M | 0.35% |
| $6.0M - $7.0M | 0.30% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Investment management fees are negotiable.
Fee Estimator
Location
Olympia, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wilhelm Financial Services, PLLC
Previous Registrations
Wilhelm Financial Services, PLLC
State Registrations1 state
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