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Barry Wheeler
42 Years of Experience
Martinez, GA
7 Disclosures
Barry Wheeler is a registered investment advisor at Investmentpost Advisory, based in Martinez, GA, with 42 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 1% to 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
Martinez, GA
Get directionsHistory
Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2004Final
Regulatory
August 2003Final
Regulatory
March 2001Final
Customer Dispute
April 1999Award / Judgment
Regulatory
March 1996Final
Regulatory
March 1994Final
Customer Dispute
December 1990Settled
Other Business Activities
Barry is a joint owner of Myherocard.com, a discount products and services membership, dedicating about a quarter of his time. He also oversees investment advisory for Investmentpost Advisory, spending a few hours per week.
Employment History
Current Registrations
Investmentpost Advisory
May 2016 - Present · 10 yrs
Previous Registrations
First Financial Equity Corporation
January 2022 - August 2022 · 7 mos
Ffec Wealth Partners LLCBroker
January 2022 - August 2022 · 7 mos
Ntb Financial CorporationBroker
March 2021 - December 2021 · 9 mos
Investmentpost Advisory
June 2005 - December 2014 · 9 yrs 6 mos
William C. Burnside & Company, INC.Broker
July 2004 - April 2021 · 16 yrs 9 mos
Investmentpost INC.Broker
August 1993 - July 2004 · 10 yrs 11 mos
The Robinson-Humphrey Company INC.Broker
February 1990 - March 1993 · 3 yrs 1 mo
Interstate/johnson Lane CorporationBroker
October 1988 - February 1990 · 1 yr 4 mos
Johnson, Lane, Space, Smith & CO., INC.Broker
July 1983 - October 1988 · 5 yrs 3 mos
State Registrations1 state
GA
Advisor
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.
Exams
No exam information available for this advisor.