Featured Business Financial Advisor in Overland Park, KS
Overland Park Financial Advisors
Wilborn Advisors
6800 College Boulevard Suite 630
Overland Park, KS 66211
Phone Number
“Low Cost, Full Service Wealth Management”
Advisor Profile
Marc Wilborn, FSA
Name:  Marc Wilborn, FSA
Website:  Visit Website

About Wilborn Advisors

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 LOW FEE.

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.
 

General Information

CRD#:    5363861
Firm CRD#:    153278
SEC File#:    IARD# 153278
Name of Broker/Dealer:    Wilborn Advisors is Fee Only
Name of Custodial Firm:    LPL Financial, TD Ameritrade
States Willing to do Business in:    Accepts clients from all 50 states
Years of Experience in Financial Services:    26
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:    Non-Profit Organizations, Businesses, Individual Investors
 

Services

Investment Types:    Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, At your home, Video Conference, Via email, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Fellow in the Society of Actuaries (FSA)
Securities Licenses:    Series 66
Insurance and Annuity Licenses:    Health, Life
 

Compliance

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:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Flat Fee
Additional Details on Charges:    Fee Based Only; No Commissions
 
 
 
 
 
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