Brett Wheeler is a CFP-designated registered investment advisor at Advisor Logistics, LLC, based in Boerne, TX, with 17 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $4.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1415 E Blanco Rd, Suite 8, Boerne, TX, 78006
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 →Employment History
Current Registrations
Advisor Logistics, LLC
Previous Registrations
Advisor Logistics, LLC
Leafhouse Financial Advisors, LLC
Oakwell Private Wealth Management
Planmember Securities Corporation
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.