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Fee-only adviser · Georgetown, SC

Wildes Financial Strategies, Inc

From SEC and state Form ADV filingsUpdated 2026-11-07

Wildes Financial Strategies, Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Georgetown, South Carolina. On its latest Form ADV, filed July 23, 2026, it reports $138M in regulatory assets under management, 395 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

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Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number289496 · SEC file 801-121843
Office625 Church ST.
Georgetown, SC 29440
Phone(843) 485-4371
Websitewww.wildesfinancialstrategies.com
Regulatory assets under management$138M
Individual clients369 non-high-net-worth, 26 high-net-worth
Financial planning clients1-10
How it chargesPercentage of assets, Hourly, Fixed fee
ServicesFinancial planning, Portfolio management
Employees8
Disciplinary disclosuresNone reported
Latest Form ADV filingJuly 23, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It sponsors or manages a wrap fee program; ask what the bundled fee covers.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

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