RIA Intel›Advisers›Florida›WIGGIN FINANCIAL PLANNING , P.A.

WIGGIN FINANCIAL PLANNING , P.A.

Advisory

FORT LAUDERDALE, FL

Data as of Jun 24, 2026 · Source: SEC Form ADV

Rank in FL

#2,206

of 2,610 advisers by AUM

Average account

$167K

across 57 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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