Adam Wilkins
Boldin · Mill Valley, California
Adam Wilkins is a fee-only financial advisor at Boldin in Mill Valley, California, who holds the CFP credential. Adam charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.
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Specialties
Facts
| Firm | Boldin |
|---|---|
| Based in | Mill Valley, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $168 a year · One-time plans from $3,200 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6651522 |
| Exams passed | Series 65 (2018) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.boldin.com |
How Adam's firm compares
- Ongoing planning starts at $168 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, above the California median of $2,500 for fee-only firms that publish prices.
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Questions about Adam
Is Adam Wilkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Boldin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam charges a flat fee or retainer and an ongoing planning fee.
How much does Adam charge?
According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.
Where is Adam Wilkins based?
Adam Wilkins is based in Mill Valley, California.
What does Adam specialize in?
Adam's specialties include flat-fee planning and retirement planning.
What credentials does Adam Wilkins hold?
Adam Wilkins holds the CFP credential.
Is Adam Wilkins registered with the SEC?
Yes. Adam Wilkins is registered as an investment adviser representative in PA and TX (CRD 6651522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Adam Wilkins?
Through Adam's website, www.boldin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Boldin website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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