# Wiggin Financial Services

> Wiggin Financial Services is a state-registered investment advisory firm in Fort Lauderdale, FL, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 151596
- Filed as: WIGGIN FINANCIAL SERVICES
- Legal name: Wiggin Financial Planning , P.A.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151596
- AdvisorCensus page: https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596

## Quick answers

**How is Wiggin Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Wiggin Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wiggin Financial Services located?**
Wiggin Financial Services' principal office is in Fort Lauderdale, FL, according to its Form ADV.

**Is Wiggin Financial Services registered with the SEC or a state?**
Wiggin Financial Services is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151596.

**How much does Wiggin Financial Services manage?**
Wiggin Financial Services reports $9,512,949 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**What types of clients does Wiggin Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (7).

**Does Wiggin Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151596

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $9,512,949
- Discretionary: $9,512,949
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $3,504,424 |
| High net worth individuals | 7 | $6,008,525 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wigginfp.com
- Facebook @DeborahWigginFinancialService
- LinkedIn @dwigginfp
- X @Deborah__Wiggin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wiggin Financial Services (CRD 151596): Form ADV filing data as of October 2026.