AW
AW

Addison Wheeler

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1210 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.89%
$250K - $1000K0.89%
$1.0M - $3.0M0.79%
$3.0M - $5.0M0.69%
$5.0M - $10.0M0.59%
$10M+0.49%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Salt Lake City, UT

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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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Employment History
Current Registrations
Empower Advisory Group, LLC
June 2024 - Present · 1 yr 8 mos
Empower Financial Services, INC.
June 2024 - Present · 1 yr 8 mos
Empower Financial Services, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2021 - April 2024 · 2 yrs 9 mos
Fidelity Brokerage Services LLCBroker
July 2021 - April 2024 · 2 yrs 9 mos
State Registrations45 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.