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Bethany R. Wheeler

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

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Location

Woodstock, GA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bethany is the owner of Fiduciary Management Solutions, LLC, an investment-related consulting business. This activity is nearly full-time.

Employment History
Current Registrations
Bison Wealth, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Advocacy Wealth Management, LLC
October 2020 - July 2022 · 1 yr 9 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Bethany R. Wheeler - Financial Advisor | TrueAdvisor