A complete list of active advisors currently associated with Wheelhouse Advisory Group, LLC
Warmer can help you find a great advisor at Wheelhouse Advisory Group, LLC or one who fits your needs even better.
Wheelhouse Advisory Group provides financial planning, investment management, and insurance products to individuals and families, including high-net-worth clients, as well as trusts, estates and businesses. The firm manages discretionary portfolios (about $388 million in AUM) and acts as a fiduciary for retirement accounts, delivering ongoing planning and portfolio oversight under written advisory agreements. The firm primarily uses fundamental analysis and internally developed investment models, implementing portfolios with mutual funds, individual stocks, ETFs and fixed indexed annuities, and typically prepares a written Retirement Navigator for clients. Wheelhouse also uses AI-powered meeting-assistant tools to transcribe and summarize client meetings for recordkeeping and operational efficiency, while stating that AI is not relied upon to provide investment advice or make discretionary decisions. Wheelhouse’s business model includes licensed insurance producers and routine recommendations to allocate a portion of assets to insurance contracts (commonly 20–40%), and the firm discloses it may receive commissions (typically described in the brochure as 5–7% to the firm, with 10–18% of that paid to certain IARs). The brochure also highlights less common aspects for a multi-team adviser — ongoing relationships or services involving other investment advisers, insurance companies, banks or thrift institutions, state and municipal clients, and even sovereign wealth funds — and documents affiliations (including an Insurance Marketing Organization relationship and a family private foundation) and related mitigation steps such as written disclosures, CCO reviews, and client consent processes.
To learn more about the advisors currently working at Wheelhouse Advisory Group, 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.
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