Graham Buresh is a CFP-designated registered investment advisor at Wilkerson Advisory Group LLC, based in Columbia, MO, with 3 years of industry experience. Graham 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 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% |
Annual fee is up to 1.50% of assets under management and is negotiable based on account size, relationship history, and portfolio composition.
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 →Employment History
Current Registrations
Wilkerson Advisory Group LLC
Previous Registrations
Wr Wealth Planners LLC
State Registrations1 state
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
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