Louis Wheless is a registered investment advisor at Tar River Wealth Planning, LLC, based in Louisburg, NC, with 29 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 483 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tar River Wealth Planning charges a percentage of your portfolio each year, up to 1.35%. The fee is calculated based on the value of your account. Separate account managers may also be used, and their fees will be disclosed to you in addition to Tar River's fee.
Location
109 N Main St, Louisburg, NC, 27549-9998
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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 →Employment History
Current Registrations
Tar River Wealth Planning, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.