A complete list of active advisors currently associated with Wheeler Financial Planning LLC

Warmer can help you find a great advisor at Wheeler Financial Planning LLC or one who fits your needs even better.

Wheeler Financial Planning provides advisory services to individual clients by directing them to third‑party investment advisers, primarily placing client assets in mutual funds and fixed‑income securities. The firm operates on a non‑discretionary basis, meaning it refers and reviews investments rather than exercising trading authority over client accounts. The firm's approach is grounded in modern portfolio theory and a passive, buy‑and‑hold orientation with a long‑term trading focus; it conducts due diligence on selected third‑party advisers and monitors their ongoing performance. Wheeler does not execute trades or take custody of client assets, and clients receive account statements directly from their custodians. Distinctive features disclosed in the brochure include the firm’s reliance on a single third‑party mutual fund manager for client investments and a fee‑sharing arrangement with that manager, a relationship the firm acknowledges as a potential conflict of interest. The firm also notes recent operational changes (it no longer maintains an active website and has discontinued Portfolio MRI services) and discloses the owner’s unrelated business activities, which are not offered to clients.

To learn more about the advisors currently working at Wheeler Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joshua Wheeler	St. Charles, MO	14

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