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As a well-respected and experienced financial planning firm, Wheeler Financial Planning LLC is dedicated to providing exceptional financial guidance and services to its clients. Their team of experts work tirelessly to help clients achieve their financial goals and create a secure financial future.
How does the advisor help clients – Key Takeaways:
At Wheeler Financial Planning LLC, the advisors take a holistic approach to financial planning, taking into consideration the unique needs and goals of each individual client. They offer a wide range of services, from budget planning and debt management to investment strategies and retirement planning.
The following are the key benefits that clients can expect when working with the advisors at Wheeler Financial Planning:
- Customized financial plans tailored to individual goals and needs
- Expert advice and guidance from a team of experienced professionals
- Detailed analysis and monitoring of investments and financial progress
- Regular communication and support to address any financial concerns or changes
Facts and Insights
Wheeler Financial Planning has been in business for over 10 years, during which time they have successfully helped countless clients achieve their financial goals. They have an impressive track record of providing solid financial advice and helping clients create a secure financial future.
As of the end of their fiscal year in 2020, Wheeler Financial Planning was managing over $50 million in assets. They have a team of 5 advisors, each with their own area of expertise, ensuring that clients receive well-rounded and thorough guidance for all their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 5 | 10+ years |
Financial Services Offered
Wheeler Financial Planning offers a range of services to assist clients in achieving their financial goals and planning for their future. Some of the key services provided are:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Debt management
- Insurance planning
Client Types
Wheeler Financial Planning works with a diverse range of clients, including individuals, families, and small business owners. The advisors at Wheeler Financial Planning have a wealth of experience and knowledge to assist clients at any stage of life, from young professionals just starting to save for retirement to retirees seeking to preserve and grow their wealth.
Fees & Compensation
Wheeler Financial Planning utilizes a fee-based compensation structure, meaning that they charge a fee based on a percentage of assets under management. This helps to align the advisor’s interests with the client’s goals, as the advisors are incentivized to help clients grow their assets.
However, in certain circumstances, they may also offer commission-based products if they are deemed to be in the client’s best interest. They are committed to transparency and will always fully disclose all fees and compensation to clients.
Background
The founder and CEO of Wheeler Financial Planning, John Wheeler, has over 20 years of experience in the financial industry. He has a background in accounting and tax planning, making him well-equipped to provide comprehensive financial advice to clients.
The team at Wheeler Financial Planning is comprised of highly qualified and experienced professionals, each with their own unique expertise, ensuring that clients receive top-notch financial advice and services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Wheeler Financial Planning has a fiduciary duty to act in the best interest of their clients. This means that they are legally and ethically bound to prioritize the client’s interests above their own.
In addition, the firm has no disciplinary actions or regulatory sanctions on record, indicating a clean record of compliance and adherence to industry standards.
With a strong track record, experienced and knowledgeable advisors, and a commitment to putting clients first, Wheeler Financial Planning LLC is a top choice for individuals and families seeking reliable and trustworthy financial planning services.