Wesley Pingelton is a CFA, CFP-designated registered investment advisor at Northill Aims, LLC, based in Dallas, TX, with 22 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 120 clients with $250M 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 | 2.25% |
Maximum annual advisory fee is 2.25%, which may include any independent third-party manager. Fees are negotiable.
Fee Estimator
Location
Dallas, 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
Wesley is an insurance agent for Ash Brokerage and Heritage Capital Strategies, spending a few hours per week on each. He also dedicates about a quarter of his time to FullCircle Wealth for investment planning and management, and holds leadership roles in several soccer-related businesses.
Employment History
Current Registrations
Northill Aims, LLC
Previous Registrations
Fullcircle Wealth LLC
Triad Advisors LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Biltmore Capital Advisors
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.
Exams
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