Brian Wheeler
Brian Wheeler is a registered investment advisor at Keystone Wealth Advisors, LLC, based in Reno, NV, with 16 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 88 clients with $40M 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 | 0.80% |
| $250K - $1000K | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
401 Ryland Street, Suite #300, Reno, NV, 89502
Get directionsHistory
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 ActivitiesSells Insurance
Brian is an insurance agent at Keystone Wealth Advisors, LLC since 2022, spending about 10-20% of his time on sales and services of insurance products. He also works as a business consultant at Keystone Business Brokers since 2025, dedicating about a quarter of his time to helping business owners sell their businesses.
Employment History
Current Registrations
Keystone Wealth Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Waddell & Reed
Waddell & Reed, INC.Broker
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.