# Ashley Wilken

> Ashley Wilken is a fee-only financial advisor at The Rice Partnership in San Luis Obispo, California, who holds the CFP credential. Ashley focuses on family wealth transfer. The Rice Partnership reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ashley-wilken/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Rice Partnership
- **Based in:** San Luis Obispo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $985.5M across 1,240 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Retirees
- **CRD:** 6951420 (https://adviserinfo.sec.gov/individual/summary/6951420)
- **SEC registration:** Investment adviser representative in CA, HI
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.thericepartnership.com

## Frequently asked questions

### Is Ashley Wilken a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and The Rice Partnership reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ashley charge for financial advice?

Ashley's firm, The Rice Partnership, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ashley Wilken based?

Ashley Wilken is based in San Luis Obispo, California.

### What does Ashley specialize in?

Ashley's specialties include family wealth transfer. Ashley works with retirees.

### What credentials does Ashley Wilken hold?

Ashley Wilken holds the CFP credential.

### Is Ashley Wilken registered with the SEC?

Yes. Ashley Wilken is registered as an investment adviser representative in CA and HI (CRD 6951420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Rice Partnership manage?

The Rice Partnership reports $985.5M across 1,240 accounts in assets under management.

### How do I contact Ashley Wilken?

Through Ashley's website, www.thericepartnership.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6951420): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://thericepartnership.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.