Fiwheels
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,405,411
Total clients
6
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,734,235
About
FiWheels provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, and estates, including income and retirement planning, estate planning, and retirement plan consulting for participants. The firm operates as a single-advisor independent registered investment adviser and manages discretionary assets for a very small number of clients (approximately $10.4 million in discretionary AUM across six clients).
The firm’s investment process combines quantitative, fundamental, technical, and economic analysis and may include individual stocks, bonds, ETFs, mutual funds, independent managers, and private securities. Portfolios are implemented through three labeled structures — Fixed Income Wheel, Asset Allocation Wheel, and a frequently-changing Trading Wheel — and FiWheels typically has discretionary trading authority and conducts periodic reviews and rebalances, including for held-away retirement accounts via a third‑party platform.
Noteworthy aspects disclosed in the brochure include that certain firm representatives maintain an insurance‑agent affiliation for fixed insurance products but the firm’s policy prohibits earning commissions on those sales, and the firm uses a held‑away platform (Pontera) that incurs an additional 0.30% platform charge remitted to the provider in addition to advisory fees. FiWheels also directs custody and trade execution to a specific custodian (Interactive Brokers) and states it does not accept commissions or soft‑dollar benefits.
Client services
Financial planning
Portfolio management
Expertise
Income planning
General estate planning guidance
Wealth management
Fee options
$0+: 0.19% annually (Fixed Income Wheel) $0+: 0.49% annually (Asset Allocation Wheel) $0+: 1.99% annually (Trading Wheel)
$399/month (Single), $499/month (Couple), negotiable over $7 million
Main office location
Fiwheels
Prescott AZ, United States
Number of offices
1
Most active in
Fiwheels has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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