WBH ADVISORY, INC.
SEC RegisteredUnlock Your Financial Potential
About the firm
WBH Advisory is a fee-only, fiduciary financial advisory firm with over three decades of experience helping clients manage their wealth. Their team holds credentials including the CFA® charterholder designation, CFP® certification, attorney, and CPA license. They offer holistic wealth management, financial planning, and personalized strategies tailored to each client's unique financial journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, holistic wealth management, retirement planning, legacy-focused philanthropic planning, proactive tax guidance, and navigation of life's financial transitions.
Who they serve
Professionals at the height of their careers, retirees, high earners, business owners, and busy professionals navigating life's financial transitions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 307 | $136M |
| High Net Worth Individuals | 418 | $1.6B |
| Charitable Organizations | 6 | $13M |
| State/Municipal Entities | 10 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WBH ADVISORY, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.