Andrew Wheeler
Andrew Wheeler is a CFP-designated registered investment advisor at Wheeler Retirement Plans LLC, based in Duluth, MN, with 23 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 78 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are charged in monthly or quarterly installments in advance or in arrears and are based primarily on asset size and the level of complexity of the services provided. In individual cases, Wheeler Retirement Plans LLC has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
324 W. Superior Street, Suite 1000, Duluth, MN, 55802
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is involved in several business activities, including fixed insurance sales as an agent under Wheeler Associates, and is a partner in Wheeler Financial Services, Inc. He also co-owns CAD Properties, LLC, Encampment, LLC, and Lambal Properties, LLC, and is a partner and part owner of PAR Financial, LLC.
Employment History
Current Registrations
Wheeler Retirement Plans LLC
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
New England SecuritiesBroker
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Strong Capital Management INC
Strong Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.