Colby Sickler
Colby Sickler is a registered investment advisor at F3 Wealth Management, LLC, based in Arlington, TX, with 22 years of industry experience. Colby 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, Investment Management, and 1 more. Their firm serves 41 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
F3 Wealth Management receives a portion of the overall asset management fee charged by Virtue Capital Management (VCM), the sub-advisor. This fee is up to 1% of VCM's fee. For example, if VCM charges 1.95%, F3 Wealth Management receives up to 1% of that, with the client paying the total 1.95%. A $55 annual technology fee may also apply for certain strategies. VCM bills and deducts fees monthly in arrears based on the average daily value of your account.
Location
Arlington, TX
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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
Colby provides non-variable insurance services through F3 Wealth Management LLC, including life, health, disability, long-term care, and fixed annuities. This activity takes about half of Colby's time.
Employment History
Current Registrations
F3 Wealth Management, LLC
Previous Registrations
Level Four Advisory Services
Vsr Advisory Services
H. Beck, INC.
W.H. Stuart Investment Advisory Corporation
Royal Alliance Associates, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.