Ashley Wilken
The Rice Partnership · San Luis Obispo, California
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.
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Specialties
Who they serve
- Retirees
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 | $985.5M across 1,240 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, HI · CRD 6951420 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.thericepartnership.com |
How Ashley's firm compares
- The Rice Partnership's average account is about $795,000, from its Form ADV (assets managed divided by 1,240 accounts).
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Questions about Ashley
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.
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
- The Rice Partnership 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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