Thomas Sikes
Wanderwealth · Hillsborough, North Carolina
Thomas Sikes is a fee-only financial advisor at Wanderwealth in Hillsborough, North Carolina, who holds the CFP credential. Wanderwealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Thomas →
Facts
| Firm | Wanderwealth |
|---|---|
| Based in | Hillsborough, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.2M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4651617 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wanderwealth.com |
How Thomas's firm compares
- Wanderwealth's average account is about $260,000, from its Form ADV (assets managed divided by 20 accounts).
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Sikes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Wanderwealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Wanderwealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Sikes based?
Thomas Sikes is based in Hillsborough, North Carolina.
What credentials does Thomas Sikes hold?
Thomas Sikes holds the CFP credential.
Is Thomas Sikes registered with the SEC?
Yes. Thomas Sikes is registered as an investment adviser representative in NC (CRD 4651617), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wanderwealth manage?
Wanderwealth reports $5.2M across 20 accounts in assets under management.
How do I contact Thomas Sikes?
Through Thomas's website, wanderwealth.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
- 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.
See something wrong? Request a correction. Read our methodology.