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They include 99 individual clients, 79 high-net-worth individuals, and 16 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wilkins Miller Wealth Management offer?","answer":"Wilkins Miller Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wilkins Miller Wealth Management charge?","answer":"Wilkins Miller Wealth Management charges 0.75%–1.50% a year for its Asset Management Services. The fee is billed in advance and is negotiable.","source":"WM WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wilkins Miller Wealth Management use?","answer":"Wilkins Miller Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $215M and Ascensus Trust (Fargo, ND), with $37.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wilkins Miller Wealth Management have?","answer":"Wilkins Miller Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wilkins Miller Wealth Management invest in?","answer":"At the end of its last fiscal year, Wilkins Miller Wealth Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 2% other, 1% state and local bonds and 1% cash and equivalents. 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