TrueAdvisor
TrueAdvisor
RW
CFP
RW
CFP

Richard Dale Wilkinson

Worthpointe
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Worthpointe
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
509 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$885.6M

Fee Structure

Minimum Investment:$500K

Location

Ramona, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Worthpointe
February 2015 - Present · 11 yrs
Previous Registrations
Rogers Wealth Group, INC.
June 2011 - February 2015 · 3 yrs 8 mos
Cambridge Investment Research Advisors, INC.
February 2008 - June 2011 · 3 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.