Jeffrey Wildes
Wildes Financial Strategies · Georgetown, South Carolina
Jeffrey Wildes is a fee-only financial advisor at Wildes Financial Strategies in Georgetown, South Carolina, who holds the CFP credential. Jeffrey focuses on small business owners. Wildes Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Wildes Financial Strategies |
|---|---|
| Based in | Georgetown, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $138.3M across 980 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 3218519 |
| Exams passed | Series 63 (1999) · Series 66 (2007) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.wildesfinancialstrategies.com |
| Profile |
How Jeffrey's firm compares
- Wildes Financial Strategies's average account is about $141,000, from its Form ADV (assets managed divided by 980 accounts).
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Questions about Jeffrey
Is Jeffrey Wildes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Wildes Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Wildes Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Wildes based?
Jeffrey Wildes is based in Georgetown, South Carolina.
What does Jeffrey specialize in?
Jeffrey's specialties include small business owners. Jeffrey works with retirees.
What credentials does Jeffrey Wildes hold?
Jeffrey Wildes holds the CFP credential.
Is Jeffrey Wildes registered with the SEC?
Yes. Jeffrey Wildes is registered as an investment adviser representative in TX (CRD 3218519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wildes Financial Strategies manage?
Wildes Financial Strategies reports $138.3M across 980 accounts in assets under management.
How do I contact Jeffrey Wildes?
Through Jeffrey's website, www.wildesfinancialstrategies.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
- Wildes Financial Strategies 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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