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The Wheeler Corr Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides ongoing supervision of custodial accounts and offers asset management alongside project-based financial planning and in-house tax preparation services for individuals and high-net-worth clients. The firm is newly registered and currently reports no assets under management.
Its investment process draws on fundamental and technical analysis as well as modern portfolio theory across short- and long-term strategies, with accounts managed separately and periodic reviews at least annually. Financial planning is delivered on a project/hourly basis while asset management follows the more common percentage-of-AUM billing; the use of hourly billing for planning is less common among firms in this manager category.
The firm’s principal brings an aerospace engineering background and prior experience at large aerospace firms and also maintains a separate tax preparation business, dedicating significant time to that activity — the combination of advisor-led tax services with investment management is a notable distinction. As a single-owner, newly established advisory, the firm currently has no clients or AUM, which may be relevant for prospective clients assessing operational track record.
Client services
Financial planning
Portfolio management
Tax services
Expertise
Tax strategies for small businesses
Charitable giving tax strategies
Business Financial Management
Fee options
Tax services fees range from $100 to $4,000
$250,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$200 per hour for financial planning and consulting services
Account minimum: $3,750
Main office location
The Wheeler Corr Group, LLC
727 Silva Ave
Santa Rosa CA 95404, United States
Number of offices
1
Most active in
The Wheeler Corr Group, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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