Adam Wheeler
Adam Wheeler is a registered investment advisor at Eagle Strategies LLC, based in Fort Smith, AR, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
2120 S Waldron Rd, Suite 4A, Fort Smith, AR, 72903
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
Adam is a passive owner in Wheatley Family Limited Liability Partnership since 2009. He also operates under the DBA names of TSG Financial, LLC and Parity Financial Group, LLC to sell New York Life products and broker non-registered insurance products, and serves as a board member for Grand Avenue Baptist Church, dedicating minimal time each month.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 states
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