Wilco Financial is a Tennessee-registered investment adviser based in Brentwood, serving families, individuals, small businesses, and 401(k) plan sponsors across Williamson County and the greater Nashville area. The firm also has a dedicated nationwide practice for Southwest Airlines pilots and employees, addressing planning needs such as variable income, retirement benefits, FAA Age 65, and loss-of-license coverage.

As a fiduciary, Wilco Financial is legally required to act in clients’ best interests. Its services include investment management and financial planning, with support for retirement, tax, estate, multi-generational, and charitable planning. The firm builds custom portfolios around clients’ goals and risk tolerance and coordinates with clients’ other professional advisers where appropriate.

Wilco Financial charges a stated annual advisory fee of 0.85% of managed assets and reports no commissions, kickbacks, or hidden fees. Client assets are held independently at Charles Schwab. From its Brentwood office, the firm aims to help clients make informed long-term decisions and manage financial risk through a coordinated, personalized approach.