Carol Wikle
Mirador Capital Partners · Pleasanton, California
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.
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Specialties
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 | $1.01B across 2,249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 3140823 |
| Exams passed | Series 66 (1999) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.miradorcp.com |
How Carol's firm compares
- Mirador Capital Partners's average account is about $448,000, from its Form ADV (assets managed divided by 2,249 accounts).
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Questions about Carol
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.
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
- Mirador Capital Partners 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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