Richard Wilkinson
Richard Wilkinson is a registered investment advisor at Integrated Wealth Solutions, LLC, based in York, PA, with 13 years of industry experience. Richard 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, High Net Worth, and 4 more. Their firm serves 223 clients with $53M 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 | 1.45% |
Fees are negotiable.
Fee Estimator
Location
2215 E. Market St, York, PA, 17402
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 ActivitiesSells Insurance
Richard is an independent licensed insurance agent and an investment advisory representative/vice president at Terrawealth Management since 2022. The investment advisory role is investment-related.
Employment History
Current Registrations
Integrated Wealth Solutions, LLC
Previous Registrations
Terra Wealth
Cape Securities INC.Broker
Primerica Advisors
PFS Investments 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.