Thomas Squires
Thomas Squires is a CFP-designated registered investment advisor at Wilkerson Advisory Group LLC, based in Columbia, MO, with 3 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, Retirement Planning. Their firm serves 582 clients with $330M 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 | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
200 Southampton Dr, Suite 101, Columbia, MO, 65203
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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
Thomas is involved in several business activities, including tax consulting and preparation through WR Wealth Planners and S&E Consulting, taking about a quarter of his time and about 10-20% of his time, respectively. He also works as an insurance agent for The W Group, selling fixed insurance, and spends minimal time on condo rentals through Lake House Rentals LLC.
Employment History
Current Registrations
Wilkerson Advisory Group LLC
Previous Registrations
Wr Wealth Planners LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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