David Wheeler
David Wheeler is a registered investment advisor at Independent Financial Group, LLC, based in Prescott, AZ, with 1 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1129 Iron Springs Road, Suite 209, Prescott, AZ, 86305
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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
David is an officer/director of Verdant Financial Advisors LLC for tax/investment purposes, dedicating a few hours per week to general management and accounting/bookkeeping. He also acts as a POA, trustee, and executor for a long-time family friend, spending minimal time on investment-related activities.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations1 state
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