Wesley Pingelton is a CFA, CFP-designated registered investment advisor at Northill Aims, LLC, based in Richardson, TX, with 22 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Northill Aims offers investment management services for an annual fee based on the amount of your portfolio. The maximum annual advisory fee is 2.25%, which includes any independent third-party manager fees. Fees are assessed quarterly in advance, based on the portfolio's value on the last trading day of each calendar quarter. Fees may be negotiable.
Location
3400 N. Central Expy, Suite 110, Richardson, TX, 75080
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wesley is an insurance agent for Ash Brokerage and Heritage Capital Strategies, spending a few hours per week on each. He also dedicates about a quarter of his time to FullCircle Wealth for investment planning and management, and holds leadership roles in several soccer-related businesses.
Employment History
Current Registrations
Northill Aims, LLC
Fullcircle Wealth LLC
Previous Registrations
Triad Advisors LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Biltmore Capital Advisors
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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.