Daniel Wheeler is a registered investment advisor at The Viable Group, INC., based in Lubbock, TX, with 1 years of industry experience. Daniel 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 305 clients with $60M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
10210 Frankford Ave, Suite 220, Lubbock, TX, 79424
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
Daniel works as an insurance agent providing insurance services through Lonestar Wealth Management. This activity takes about half of his time.
Employment History
Current Registrations
The Viable Group, INC.
Lonestar Registered Investment Advisors, LLC
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.
Exams
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