Glenn Charles Wiggle

Independent Solutions Wealth Management, LLC

29 Years of Experience

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Firm Information

Independent Solutions Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

24 advisors

Number of Clients

3,774 clients

Average Client Portfolio

$325K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$3K

Financial Plan Fee:$500 - $10,000

Hourly Rate:$150 - $300/hr

Financial planning fees range from $500 to $10,000 based on complexity. Hourly consulting rates range from $150 to $300 per hour. Advisory fees for asset management services (Mutual Fund, ETF, and Third-Party Manager Selection) range up to 2.50% of assets. Stock Portfolio Management fees range up to 2.75%. Fees are billed quarterly in arrears, based on the average daily balance of the previous quarter. The firm may waive or negotiate fees at its discretion.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningRetirement Planning

Advisor Information

Office location

11770 U.S. Highway One, Suite 205, Palm Beach Gardens, FL, 33408

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Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2015

Settled

Customer Dispute

April 2011

Settled

Customer Dispute

August 2010

Denied

Customer Dispute

January 2000

Denied

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Other Business ActivitiesSells Insurance

Glenn is an officer and active owner of Independent Solutions Wealth Management LLC, Financial Guys LLC (involved in insurance, radio, advertising, and financial services), and Neiman Funds Management, LLC. He also has ownership stakes in Peak Reps, LLC, The Financial Guys Insurance, LLC, 305 Sprindrift LLC, TFG Insurance/TFG Florida Insurance (P&C), TFG Home Loan, and The Financial Guys Media, dedicating varying amounts of time to each.