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CFP
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CFP

Terry Wheeler

We Alliance Wealth Advisors, INC.
32 Years of Experience
Roseville, CA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Terry Wheeler is a CFP-designated registered investment advisor at We Alliance Wealth Advisors, INC., based in Roseville, CA, with 32 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 327 clients with $210M in assets under management.

We Alliance Wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
327 clients
Average Client Portfolio
$632K average
Assets Under Management
$206.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.75%
$2.5M+0.50%

Fees are generally negotiable. Firm also manages Separately Managed Accounts (SMAs) with fees of 0.20% or 0.35% depending on the specific SMA.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3001 Douglas Blvd, Ste. 142, Roseville, CA, 95661

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History

Regulatory History (1)
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.
Customer Dispute
October 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terry owns rental properties, spending minimal time on this activity. Terry is also the owner, president, CEO, employee, and attorney at Strategic Wealth Legal Advisors, a law firm specializing in estate planning, dedicating nearly full-time hours. Terry is also involved in fixed insurance business and real estate brokerage, and runs a general agency with fixed insurance, spending about 10-20% of his time.

Employment History
Current Registrations
We Alliance Wealth Advisors, INC.
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Arque Capital, LTD.
March 2016 - November 2018 · 2 yrs 8 mos
Arque Capital, LTD.
July 2012 - December 2015 · 3 yrs 5 mos
Arque Capital, LTD.
July 2011 - May 2012 · 10 mos
Arque Capital, LTD.Broker
June 2011 - November 2018 · 7 yrs 5 mos
Commerce Wealth Advisers, LLC
February 2011 - July 2012 · 1 yr 5 mos
Dewaay Financial Network, LLCBroker
February 2011 - July 2012 · 1 yr 5 mos
Qa3 Financial LLC
August 2009 - February 2011 · 1 yr 6 mos
Qa3 Financial CORP.Broker
August 2009 - February 2011 · 1 yr 6 mos
Intersecurities, INC.
February 2001 - August 2009 · 8 yrs 6 mos
Intersecurities, INC.Broker
October 2000 - August 2009 · 8 yrs 10 mos
Investors Capital CORP.Broker
April 1995 - November 2000 · 5 yrs 7 mos
Liberty Securities CorporationBroker
April 1992 - July 1993 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
August 1991 - April 1992 · 8 mos
State Registrations4 states
AZCATXWA
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.
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