John Wheeler
John Wheeler is a registered investment advisor at Carmel Capital Partners, LLC, based in Port Charlotte, FL, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 231 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carmel Capital Partners charges an annual fee based on the value of your investments, ranging from 0.60% to 1.50%. The fee is determined by the type and complexity of your account. The fee is billed quarterly in advance or monthly in arrears, depending on the custodian. Fees may be negotiable. They may also charge a performance-based fee to certain qualified clients.
Location
Port Charlotte, FL
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Regulatory History (2)
Customer Dispute
February 2026Civil
December 2025Other Business ActivitiesSells Insurance
John is a co-owner and investment advisor representative, as well as a principal of a strategic consulting firm, Akili Capital. He is also on the board of the National Network of Youth Ministries and an insurance agent selling fixed insurance products through Akili Insurance Solutions.
Employment History
Current Registrations
Carmel Capital Partners, LLC
Previous Registrations
303 Advisors, LLC
H. Beck, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.