Pikila, LLC offers boutique financial planning advice to individuals and corporations, focusing on investments, overall strategy, and estate planning. Operating with William Pederson as the sole advisor, Pikila helps clients evaluate their current needs, age, family status, income level, and retirement goals before making recommendations. While Pikila does not manage portfolios directly, the firm acts as a solicitor for Alta Capital, referring clients whose assets are managed there under bundled fee arrangements. In addition to financial planning and insurance guidance—William Pederson is a licensed health and life insurance agent—Pikila provides mentoring services to young entrepreneurs and family businesses.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.