Wilborn Advisors is a full-service investment advisory firm with over 25 years of experience. We
provide retirement and financial planning, expert help managing clients investments, life and
long term care insurance analysis and counsel, and answer any questions you may have, all for ONE
We are known for taking a different approach, transparent and objective low-cost solutions for wealth management. Our fees are typically half of traditional advisors, which enables our clients to keep more of what they have saved for retirement.
We are fiduciaries, legally and ethically bound to put your interests first. We employ high- quality, low-cost investment funds, and do not take any commissions. And because we feel that financial planning is integral to any wealth management solution, we provide a thorough analysis and recommendations at no charge.
We work hard to form lasting relationships with our clients, helping them become knowledgeable, informed investors. This serves to further increase their confidence in our abilities. Wilborn Advisors is a division of V Wealth Advisors, an SEC-registered advisory firm located in Overland Park, KS, which includes over 40 advisors with more than $1 billion in assets under management.
|Firm Start Year:||2009|
|Name of Broker/Dealer:||Wilborn Advisors is Fee Only|
|Name of Custodial Firm:||LPL Financial, TD Ameritrade|
|Number of Years with Current Firm:||5|
|Work Experience:||Over 25 years of experience in financial planning, investment management and retirement plan design. Fellow in the Society of Actuaries and was an Enrolled Actuary.|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Advisory Services Provided:||Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management|
|Investment Types:||Bonds, Options & Futures, Annuities, Exchange Traded Funds (ETFs), Insurance, Mutual Funds, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Email, At my office, At your home, Video Conference, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Health|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$25,000|
|Additional Details on Charges:||Fee Based Only; No Commissions|
|MS Statistics & Actuarial Science||
University of Iowa
|BS Mathematics & Business||
University of Kansas
Uniquely Qualified & Objective. Firm leader Marc Wilborn brings a wealth of experience, qualifications and unique background to the industry. Formerly an actuarial consultant for a national HR consulting firm, Marc was responsible for the design and administration of 401(k) profit sharing plans for Fortune 1000 companies and several large public retirement plans. He is a Fellow in the Society of Actuaries and was an Enrolled Actuary, with Math and Business majors and a Statistics graduate degree.
Since his time as a consulting actuary, Marc has specialized in investment management for individual clients and families, as well as qualified retirement plans for small-to-medium sized employers. As Wilborn Advisors has grown, so has the team, but his passion for providing quality financial planning, investment management services and retirement savings solutions for a reasonable fee has not.
Financial Planning for Individuals
A financial plan helps us better understand our clients objectives and how best to construct and manage an investment solution that supports their goals.
No two portfolios are the same. We customize a solution through quality investment management to support your own unique financial objectives.
What does retirement look like to you? We can help you get there.
Peggy Bruce Financial Advisor
|Accepts clients from all 50 states|