Wilkerson Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Full financial plan services are offered on a fixed fee basis ranging from $2,500 to $15,000. 2026 Wilkerson Advisory Group LLC Page 11 Hourly Services WAG has the ability to charge an hourly fee of $350/hour for certain financial planning and consulting services.”

Flat or project fee

$2,500⁠-⁠$15,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wilkerson Advisory Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

How Wilkerson Advisory Group LLC’s fees compare

• Its hourly rate of $350 is above the Missouri median of $250. 81% of the 88 other Missouri planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Columbia that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the Missouri median of $3,550. 86% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Columbia that publish a flat or project fee charge less.

About Wilkerson Advisory Group LLC

• Principal: Carroll Wilkerson
• Firm size: 10 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

582

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$326,936,574

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

334668

Website

wilkersonadvisorygroup.com (opens in new tab)

Phone

(573) 400-6101

Can advise clients in 14 states: Arkansas, Arizona, Colorado, Florida, Illinois, Kansas, Louisiana, Minnesota, Missouri, Nebraska, Ohio, Tennessee, Texas, Wisconsin

Other planners in Columbia that publish fees

• Clarity FinancialColumbia$300/hr, $6,000⁠-⁠$40,000
• Fee-Only Financial Services LLCColumbia$200/hr
• Harrison Financial PlanningColumbia$75⁠-⁠$350/hr, $1,200⁠-⁠$15,000
• HFP InvestmentsColumbia$250/hr, $1,200/yr
• Trek Wealth PlanningColumbia$1,200⁠-⁠$2,400, $4,800⁠-⁠$9,600/yr
• Truman Wealth AdvisorsColumbia$7,500/yr

Compare all 12 planners in Columbia