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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-14-2009
- Office Locations
- 1
Office Locations
About Wiggin Financial Services
Wiggin Financial Services is a fee-only RIA providing investment management supported by financial and legacy planning. Led by CFP and Registered Life Planner Deborah F. Wiggin, the firm was an early Florida adopter of Financial Life Planning and emphasizes fiduciary, transparent advice with no product commissions. Serves retail clients, including business owners, and uses ETFs, funds, and investment-grade bonds; custody via Schwab and Fidelity. Registered in FL and TX.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DEBORAH FERREIRA WIGGIN
Advisor, Chief Compliance Officer, President
- CRD
- #1243390
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,512,949 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,512,949 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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