Fee-only adviser · St. Charles, MO
Wheeler Financial Planning LLC
Wheeler Financial Planning LLC is a fee-only investment adviser registered with the securities regulator of Missouri, with its main office in St. Charles, Missouri. On its latest Form ADV, filed June 16, 2026, it reports $9.4M in regulatory assets under management, 44 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Missouri |
|---|---|
| Firm CRD number | 281352 |
| Office | 90 MB Corporate Park CT St. Charles, MO 63301 |
| Phone | (314) 687-6096 |
| Website | Not listed |
| Regulatory assets under management | $9.4M |
| Individual clients | 44 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Other |
| Services | Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in St. Charles
- Axius Advisors LLC $624M
- Fyra Capital Management $504M
- Fidelis Financial Planning, LLC $160M
- Oakview Wealth Solutions LLC $28M
- Quantumleap Wealth Management, LLC $7.3M
See all 6 fee-only advisers in St. Charles →
Nearby
- Chesterfield 10 firms
- Creve Coeur 2 firms
- Ellisville 2 firms
- O'Fallon 3 firms
- Ladue 1 firm
- Manchester 3 firms
- St. Louis 57 firms
- Kirkwood 1 firm
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