Kenneth Wheeler is a registered investment advisor at Onefirm Consulting, LLC, based in Altamonte Springs, FL, with 20 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $7.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.12% |
| $250K - $500K | 1.02% |
| $500K - $1.0M | 0.81% |
| $1.0M - $2.0M | 0.72% |
| $2.0M - $5.0M | 0.54% |
| $5M+ | 0.40% |
Fees may be negotiable within each tier. The management fee will be included in a bundled fee with the Portfolio Manager as part of a wrap fee program.
Fee Estimator
Location
Altamonte Springs, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenneth is the owner of a corporation working as a tax, estate planning, and transactional attorney since 1981, taking nearly full-time. He is also the manager of Diogenes Group LLC and his wife owns Impressions, LLC, an engraving business working with the US Naval Academy, each taking a few hours per week.
Employment History
Current Registrations
Onefirm Consulting, LLC
Previous Registrations
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Cssc Brokerage Services, INC.Broker
Cssc Investment Advisory Services, INC.
Mutual Service CorporationBroker
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.