Wilkins Miller Wealth Management, LLC fees and pricing
Financial planner in Mobile, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Wilkins Miller Wealth Management, LLC charges a flat or project fee of $500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$25,000
“Type Maximum Fee Fixed Fee $500 to $25,000 Payable Payable one-half (1/2) upon execution of the advisory agreement with WM Wealth Management and the balance due at the time of presentation of the plan, unless otherwise negotiated with you. 11 Termination Provisions You may terminate advisory services obtained from…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wilkins Miller Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are not based on a share of capital gains upon or capital appreciation of the funds or any portion of the funds.”
- “Alternatively, you may elect to pay account management fees directly by check.”
- “Advisory fees will be charged in advance of each calendar quarter.”
How Wilkins Miller Wealth Management, LLC’s fees compare
- Its flat or project fee of $500-$25,000 spans the Alabama median of $5,075. 77% of the 35 other Alabama planners that publish a flat or project fee charge less.
About Wilkins Miller Wealth Management, LLC
“Wealth Management will provide continuous and ongoing management of your account and will determine changes to the allocation of the account and implement or execute the changes. Wealth Management asset management program provides a disciplined approach to the investment process.”
- Firm size: 3 employees.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- 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
- 178
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $257,491,633
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 162222
- Phone
- (251) 410-6700
Can advise clients in 5 states: Alabama, Florida, Georgia, Louisiana, Texas
Other planners in Mobile that publish fees
- Kairos Asset Advisory, LLCMobile$100/hr, $1,000/yr
- Leavell Investment Management, Inc.Mobile$5,000/yr
- Williams Financial GroupMobile$150-$350/hr, $1,500-$50,000
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.