Firm
Wilco Financial
College Grove, Tennessee
Fee-only
Facts
| Based in | College Grove, Tennessee |
|---|---|
| Website | wilcofin.com |
| [email protected] | |
| Phone | (615) 237-8750 |
Wilco Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge a flat 0.85% per year of assets we manage. That's it." source
"We charge a flat 0.85% per year of assets we manage. That's it." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $11 million |
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 329081 |