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Marc Wilborn, FSA

Wilborn Advisors

6800 College Boulevard Suite 630

Overland Park, KS 66211
(913) 8279957

Low Cost, Full Service Wealth Management

About Wilborn Advisors

Wilborn Advisors is a full-service investment advisory firm with over 25 years of experience. We provide retirement and financial planning, expert help managing clients investments, life and long term care insurance analysis and counsel, and answer any questions you may have, all for ONE LOW FEE.

We are known for taking a different approach, transparent and objective low-cost solutions for wealth management. Our fees are typically half of traditional advisors, which enables our clients to keep more of what they have saved for retirement.

We are fiduciaries, legally and ethically bound to put your interests first. We employ high- quality, low-cost investment funds, and do not take any commissions. And because we feel that financial planning is integral to any wealth management solution, we provide a thorough analysis and recommendations at no charge.

We work hard to form lasting relationships with our clients, helping them become knowledgeable, informed investors. This serves to further increase their confidence in our abilities. Wilborn Advisors is a division of V Wealth Advisors, an SEC-registered advisory firm located in Overland Park, KS, which includes over 40 advisors with more than $1 billion in assets under management.

General Information

Firm Start Year

2009

CRD#

5363861

Firm CRD#

153278

Name of Broker/Dealer

Wilborn Advisors is Fee Only

Name of Custodial Firm

LPL Financial, TD Ameritrade

Years of Experience in Financial Services

26

Number of Years with Current Firm

5

Work Experience

Over 25 years of experience in financial planning, investment management and retirement plan design. Fellow in the Society of Actuaries and was an Enrolled Actuary.

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types

Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At my office, At your home, Video Conference, Via email, At your office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Fellow in the Society of Actuaries (FSA)

Securities Licenses

Series 66

Insurance and Annuity Licenses

Health, Life

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Flat Fee

Additional Details on Charges

Fee Based Only; No Commissions

Education

MS Statistics & Actuarial Science -

University of Iowa
-

BS Mathematics & Business -

University of Kansas
-