Emily Wheeler is a registered investment advisor at Attleboro Wealth Management LLC, based in Yardley, PA, with 10 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 142 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Attleboro Wealth Management offers asset management and comprehensive portfolio management. The maximum annual fee for asset management is 1.25% of your portfolio. The maximum annual fee for comprehensive portfolio management, which includes financial planning, is 2.00%. Fees are negotiable and billed quarterly in advance. They also offer portfolio monitoring for a maximum annual fee of 1.00%.
Location
1051 Lindenhurst Road, Yardley, PA, 19067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Attleboro Wealth Management LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.