Timothy Wheeler
Advisor at King Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Timothy Wheeler is a financial advisor at King Financial with a Series 65 designation and two years of industry experience. Prior to joining King Financial, he operated his own CPA practice and worked at Bill Pollard CPA for 14 years. He continues to manage his CPA business alongside his advisory role. King Financial serves individuals, high-net-worth clients, and business entities, offering portfolio management, financial planning, pension consulting, and specialized advisory services related to real estate and Qualified Opportunity Zones. The firm employs a long-term, modern-portfolio-theory approach and provides hands-on due diligence for 1031 exchanges and DST investments.
Client services
Based on King Financial
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Fixed fees ranging from $5,000 to $25,000 for Qualified Opportunity Zone Advisory Services
1.00% annually
$500 per hour
Location
Lathrop, CA
Most active in
Timothy W has reported serving >5 clients in these states in the last 12 months.
California
Work history
King Financial Incorporated
2023 - Present (3 years)
Tim Wheeler CPA
2017 - Present (9 years)
Bill Pollard CPA
2003 - 2017 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Lee R
CFP®, Series 63
Stockton, CA
Lee R. Robinson & Associates
Paolo M
Series 63, Series 66
Tracy, CA
401K Engineers Inc.
Shane B
Series 65
Stockton, CA
Boddington Capital, LLC
Christopher F
Series 65
Lathrop, CA
King Financial
Kendall S
Series 65
Modesto, CA
Blom & Howell Financial Planning, Inc.
Athena S
Series 65
Stockton, CA
Attentive Investments, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")