Wheeler Financial Planning LLC

Public-record details

Address

90 Mb Corporate Park CT, St. Charles, MO 63301

Phone

(314) 687-6096

CRD number

281352

Registration

State registered: MO

Compensation (Form ADV 5.E)

Other (Selection of Other Advisers Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$9.4 million

Accounts managed

44

Clients reported (Form ADV 5.D)

44

Individual / high-net-worth clients

44 / 0

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-06-16

State registered (MO) investment adviser, CRD 281352, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 281352 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.