# Wheeler Financial Planning LLC

> Wheeler Financial Planning LLC is a state-registered investment advisory firm in St. Charles, MO, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 281352
- Filed as: WHEELER FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Charles, MO
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281352
- AdvisorCensus page: https://advisorcensus.com/firm/wheeler-financial-planning-llc-st-charles-mo-281352

## Quick answers

**How is Wheeler Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wheeler Financial Planning LLC reports these compensation arrangements: other.

**Where is Wheeler Financial Planning LLC located?**
Wheeler Financial Planning LLC's principal office is in St. Charles, MO, according to its Form ADV.

**Is Wheeler Financial Planning LLC registered with the SEC or a state?**
Wheeler Financial Planning LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281352.

**How much does Wheeler Financial Planning LLC manage?**
Wheeler Financial Planning LLC reports $9,412,000 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (0% discretionary).

**What types of clients does Wheeler Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44).

**Does Wheeler Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281352

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,412,000
- Discretionary: $0
- Non-discretionary: $9,412,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $9,412,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wheeler Financial Planning LLC (CRD 281352): Form ADV filing data as of October 2026.