Matthew Wheeler is a registered investment advisor at Wheeler Financial Services, LLC, based in San Jose, CA. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Third-party managers such as Freestone charge up to 1.5% annually, and Wheeler Financial Services receives a co-advisory fee of up to 30% of that amount from the manager. Total combined fees will not exceed 3.0% annually.
Fee Estimator
Location
1475 Saratoga Ave Ste 100, San Jose, CA, 95129
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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 →Employment History
Current Registrations
Wheeler Financial Services, 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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