Adam Wilkins is a CFP-designated registered investment advisor at Pace Wealth, based in Mill Valley, CA, with 5 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable and may be lower than the rates noted in the standard fee schedule.
Fee Estimator
Location
1 Belvedere Place, Suite 200, Mill Valley, CA, 94941
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2026Other Business Activities
Adam is the owner and sole employee of Tridentris, LLC, which makes and distributes tax software. He spends about 10-20% of his time on this business.
Employment History
Current Registrations
Pace Wealth
Boldin Advisors
Previous Registrations
Modern Wealth Management, LLC
Wealth Management Solutions
Wealthfd
Mariaca Wealth Management, LLC
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.