Gregory Whicker is a CFA, CFP, PFS-designated registered investment advisor at Whicker Wealth Management, LLC, based in Clayton, IN, with 6 years of industry experience. Gregory 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 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable and some fees may vary by Client for similar services.
Fee Estimator
Location
Clayton, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Whicker Wealth Management, LLC
Previous Registrations
Lji Wealth Management, LLC
Denali Wealth Management Advisors, LLC
State Registrations1 state
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