Michael Wheelwright
Michael Wheelwright is a registered investment advisor at Holistic Finance LLC, based in Ninole, HI, with 3 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 198 clients with $7.9M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Ninole, HI
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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 →Other Business Activities
Michael works as an independent contract consultant for Student Loan Tutor LLC, assisting with student loans and dedicating about 10-20% of his time. He is also the President of Reorganism LLC, a consulting and media production company, spending a few hours per week on administrative management.
Employment History
Current Registrations
Holistic Finance LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations5 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.