Sam Wilkerson is a CFP-designated registered investment advisor at Farther, based in Sandy Springs, GA, with 21 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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 | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
Sandy Springs, GA
Get directionsHistory
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 Activities
Sam is the owner of Lionwerks Properties, LLC, established in 2019 to own rental properties. Sam spends minimal time on this investment-related activity.
Employment History
Current Registrations
Farther
Previous Registrations
Cwm, LLC
Jon Baker Financial Group
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Gpc Securities, INC.Broker
State Registrations2 states
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
More Advisors
- Mark Neuman, CFAHero Asset Management
- Kyle Kvalheim, CFPKv Financial Advice LLC
- Natalie Schmook, CFPHayes Wealth Advisors, LLC
- Roy Cranman, ChFCTlg Advisors, INC.
- Donovan Adams, CFPLPL Financial LLC
- Robert Butler, CFPMariner