Richard  Wilkinson

Richard Wilkinson

| CFP®

WorthPointe

(800) 620-4232

Contact Me

Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.

Specialties

  • Financial Planning
  • Trusts
  • 401(k) Retirement/Pensions
  • Tax Planning
  • Asset Protection
  • Estate Planning
  • Charitable Giving

Website

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6836 Bee Cave Rd,
Austin, TX

Richard Wilkinson is a NAPFA-Registered Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Rick D. Wilkinson CFP® is based in Fort Worth, TX. He has been in the financial services industry since 1980, when he started his career as an agent for a major property and casualty insurance carrier. Over the next 28 years, his agency grew to become one of the largest in Texas. He noticed that many of his clients needed more comprehensive financial advice, so in 1992 he earned his Certified Financial Planner designation. To avoid the conflicts of interest inherent in commission-based compensation, Rick sold his agency in 2008 and he has worked as a fee-only financial advisor since 2011. Learn more and/or Contact Rick.

Rick Wilkinson has been in the financial services industry since 1980, when he started his career as an agent for a major property and casualty insurance carrier. Over the next 28 years, his agency grew to become one of the largest in Texas. He noticed that many of his clients needed more comprehensive financial advice, so in 1992 he earned his Certified Financial Planner designation. To avoid the conflicts of interest inherent in commission-based compensation, Rick sold his agency in 2008 and he has worked as a fee-only financial advisor since 2011.

Rick and his wife, Lynnette, have been married since 1976. They are the proud parents of a son and daughter, Ryan and Natalie. Rick became an avid golfer when his wife worked for legendary golfer Ben Hogan—but there are no similarities between the two men’s swings. He also enjoys college football and spending time with family and friends. He and his wife attend Christ Chapel in Fort Worth and are supporters of Restore Hope Ministries.

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WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.

As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.

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