Advisor at Northwest Asset Management
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.
Firm
Northwest Asset Management
Location
Friday Harbor, WA
Credentials
Series 63, Series 65
Industry experience
27 years
Fixed fee projects for financial consulting vary widely depending on scope and complexity.
Up to 1.75% annually, negotiable based on factors such as account size and services provided
Certain representatives receive commissions on sales of securities and insurance products; fees include 12b-1 fees and service fees from mutual funds.
Up to $350 per hour for financial planning and consulting services.
RIA Innovations fees typically 0.08% annually, paid quarterly, for non-discretionary portfolio management and support services.
Account minimum: $500,000 Fee-only: Financial and retirement planning services charged up to $350 per hour; fixed fee projects vary widely depending on service and complexity.
Northwest Asset Management
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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.
Series 63, Series 65
Lopez Island, WA
Merrill
William Wheatley is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in building wealth for clients through disciplined portfolio management, emphasizing securities of companies with steady earnings growth. His investment approach involves broad diversification across companies and industry groups. With a focus on retirement income planning for retirees and pre-retirees, wealth-building strategies for goal-oriented families and individuals, and management of company retirement plans such as 401(k), profit sharing, and defined benefit plans, Wheatley employs techniques including goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio asset allocation and security selection. His client service model prioritizes communication, goal tracking, portfolio management, and personalized financial advice, supported by a team committed to attentive and reliable service. Wheatley holds a Bachelor's Degree from California State Polytechnic University and a Master's Degree from California State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Spanish, Wheatley resides in Corona del Mar with his wife Teri. Outside of his professional commitments, he enjoys playing tennis, singing in the church choir, and spending time with his family.
CFA®
Eastsound, WA
Heritage Capital Advisors, LLC
Series 63, Series 65
Friday Harbor, WA
Oppenheimer
Series 63, Series 66
Friday Harbor, WA
Edward Jones
Series 63, Series 65, Series 66
Eastsound, WA
Fidelity
Series 63, Series 65
Lopez Island, WA
Robert Baird & Co.
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