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 LLC provides financial planning and portfolio services primarily to individual clients, offering ongoing portfolio management by referring clients to a third‑party investment manager and a standalone portfolio “MRI” analysis service. The firm’s investment advice is generally limited to mutual funds and fixed‑income securities and it commonly recommends a passive, buy‑and‑hold approach. WFPL operates without trading authority over client accounts and does not accept custody or proxy‑voting authority; instead it refers clients to an external manager, monitors that manager’s performance, and conducts at least quarterly reviews. The firm cites modern portfolio theory as its analytical framework and focuses on aligning portfolios with clients’ income, tax situation, risk tolerance, and time horizons. Distinctive elements in the brochure include that all managed assets are handled on a non‑discretionary basis and that clients are directed into a single mutual‑fund based manager, with fees administered and withdrawn by that manager and disclosed fee‑sharing arrangements with the adviser. WFPL also discloses no account minimums, a separate paid portfolio analysis offering, and the principal’s unrelated outside business activities, all of which are noted alongside the firm’s conflict‑of‑interest disclosures.

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.