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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Wilborn Advisors

Wilborn Advisors

Wilborn Advisors, a financial fiduciary has been a Paladin Registry member since 2019. Firm provides financial services to clients in the Overland Park, Kansas area.

I. Snapshot

A. Registry Member
  • Since 2019
B. Years of Experience
  • 25 Years
C. College Degrees
  • None
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Wilborn Advisors provides wealth management solutions to individuals and families that include financial planning and expert help managing clients’ investments for one low fee. We act as your fiduciary at all times, meaning we legally agree to always put your interests first and work hard to form lasting relationships with our clients. Wilborn Advisors has over 25 years of experience in financial planning, investment management and retirement plan design. Firm leader Marc Wilborn is a Fellow in the Society of Actuaries and was an Enrolled Actuary. Wilborn Advisors specializes in investment management for individual clients and families as well as qualified retirement plans for small to medium sized employers and is passionate about providing quality financial planning, investment management services and retirement savings solutions for a reasonable fee. Wilborn Advisors is a division of V Wealth Advisors, LLC, a SEC registered investment advisory firm located in Overland Park, KS.

G. Asset Requirement
  • $50,000

II. Contact Information

A. Key Contact
  • Marc Wilborn
B. Main Location
  • 6800 College Blvd, Suite 630
    Overland Park, Kansas, 66211
C. Telephone
  • 913-827-9957

III. Internet

IV. Firm(s)

A. Name of Firm
  • Wilborn Advisors
B. Relationship to Firm
  • Did Not Answer
C. Name of RIA
  • V Wealth Advisors, LLC
D. Name(s) of Custodian(s)
  • LPL Financial
  • TD Ameritrade
E. Professionals

V. Credentials

A. Years of Financial Experience
  • 25 Years Years
B. College, Degrees, Years
  • Did Not Provide

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 5363861
  • IARD: None
  • Insurance: 9405999
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. View our ADV(s)
  • Available Upon Request
I. Links
J. Comments
  • Low Cost, Full Service Wealth Management

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Wilborn Advisors provides wealth management solutions to individuals and families that include financial planning and expert help managing clients’ investments for one low fee. We act as your fiduciary at all times, meaning we legally agree to always put your interests first and work hard to form lasting relationships with our clients. Wilborn Advisors has over 25 years of experience in financial planning, investment management and retirement plan design. Firm leader Marc Wilborn is a Fellow in the Society of Actuaries and was an Enrolled Actuary. Wilborn Advisors specializes in investment management for individual clients and families as well as qualified retirement plans for small to medium sized employers and is passionate about providing quality financial planning, investment management services and retirement savings solutions for a reasonable fee. Wilborn Advisors is a division of V Wealth Advisors, LLC, a SEC registered investment advisory firm located in Overland Park, KS.

B. Minimum Asset Requirement
  • $50,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video
  • GoToMeeting (or similar service)
G. Types of Reports (Frequency)
  • Performance (qa)
  • Brokerage Statement (mo)
  • Market Environment (qa)
H. Value Statement

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Other: 401(k) Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Most Recent Update:
  • Sep 17, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other