Aubrey Wilkinson is a registered investment advisor at VALIC Financial Advisors, INC., based in Renton, WA. Aubrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.
- One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
- Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
- Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Location
707 S Grady Way, Suite 600, Renton, WA, 98057
Get directionsHistory
Regulatory History (3)
Financial
May 2024Financial
February 2024Financial
November 2022Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
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.
Exams
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