Jeffrey Wildes is a CFP-designated registered investment advisor at Wildes Financial Strategies, INC, based in Georgetown, SC, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 386 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wildes Financial Strategies offers a wrap fee program where your advisory fee includes both investment management and transaction costs. Details on the wrap fee program can be found in Appendix 1 of their brochure.
Location
625 Church St., Georgetown, SC, 29440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffrey is a partner with his sister in Wildes Properties LLC to manage property owned by their mother, dedicating minimal time. He also owns rental real estate through The Terrace at Screven, LLC, spending minimal time on this venture.
Employment History
Current Registrations
Wildes Financial Strategies, INC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.