Wheeler Financial Planning refers clients to third-party investment advisors, specifically Matson Money, Inc. Wheeler Financial Planning also offers a portfolio analysis service, called an MRI, to help clients align their investments with their risk tolerance, goals, and time horizon. Wheeler Financial Planning primarily recommends a passive, buy and hold strategy.
Assets Under Management$8.4M
Clients44
Advisors1
Avg. per Client$190K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Wheeler Financial Planning directs clients to Matson Money, Inc. to manage their investments. Clients also pay a 0.50% annual fee associated with the Matson Money mutual fund.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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