Thomas Sikes is a CFP-designated registered investment advisor at Wanderwealth INC., based in Hillsborough, NC, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $5.4M 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 | 0.50% |
Fees are negotiable and may vary.
Fee Estimator
Location
Hillsborough, NC
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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.
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Thomas is involved with Traveltirement LLC, an education and media business focused on property, travel, and retirement planning in Italy or France. While the business may touch on financial planning topics, it does not provide securities advice.
Employment History
Current Registrations
Wanderwealth INC.
State Registrations1 state
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