# Carol Wikle

> Carol Wikle is a fee-only financial advisor at Mirador Capital Partners in Pleasanton, California, who holds the CFP credential. Carol focuses on founders (pre-exit) and tax planning. Mirador Capital Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Mirador Capital Partners
- **Based in:** Pleasanton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $1.01B across 2,249 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Tax planning
- **CRD:** 3140823 (https://adviserinfo.sec.gov/individual/summary/3140823)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (1999)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.miradorcp.com

## Frequently asked questions

### Is Carol Wikle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and Mirador Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carol charge for financial advice?

Carol's firm, Mirador Capital Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Carol Wikle based?

Carol Wikle is based in Pleasanton, California.

### What does Carol specialize in?

Carol's specialties include founders (pre-exit) and tax planning.

### What credentials does Carol Wikle hold?

Carol Wikle holds the CFP credential.

### Is Carol Wikle registered with the SEC?

Yes. Carol Wikle is registered as an investment adviser representative in CA and TX (CRD 3140823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mirador Capital Partners manage?

Mirador Capital Partners reports $1.01B across 2,249 accounts in assets under management.

### How do I contact Carol Wikle?

Through Carol's website, www.miradorcp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3140823): 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://www.miradorcp.com/): specialties, clients served, and fees, checked October 30, 2026

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