Joshua Wheeler is a registered investment advisor at Wheeler Financial Planning LLC, based in St. Charles, MO, with 13 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Wheeler Financial Planning directs clients to Matson Money, Inc. to manage their investments. Clients also pay a 0.50% annual fee associated with the Matson Money mutual fund.
Fee Estimator
Location
90 Mb Corporate Park Ct, St. Charles, MO, 63301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is involved in marketing for Archway Industrial Coatings and AIC, and in product testing, research, and development for remote controlled cars for RC America. He also owns a Smoothie King store and assists the manager with payroll and general management, dedicating about 10-20% of his time to this business.
Employment History
Current Registrations
Wheeler Financial Planning LLC
Previous Registrations
Signature Investments, INC.
Diehl Wealth Management Group, LLC
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.