# Chris Wheeler

> Chris Wheeler is a fee-only financial advisor at Intirety in Bellevue, Washington. Chris charges a flat fee or retainer and a percentage of assets and focuses on tax planning.

Page: https://find.wellspent.co/advisors/chris-wheeler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Intirety
- **Based in:** Bellevue, Washington
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Assets under management (firm):** $100M across 1,120 accounts
- **Specialties:** Tax planning
- **CRD:** 5379327 (https://adviserinfo.sec.gov/individual/summary/5379327)
- **SEC registration:** Investment adviser representative in CA, WA
- **Exams passed:** Series 63 (2011), Series 66 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.opalws.com/

## Frequently asked questions

### Is Chris Wheeler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chris holds no broker registration, and Intirety reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chris charge for financial advice?

Chris charges a flat fee or retainer and a percentage of assets.

### Where is Chris Wheeler based?

Chris Wheeler is based in Bellevue, Washington.

### What does Chris specialize in?

Chris's specialties include tax planning.

### Is Chris Wheeler registered with the SEC?

Yes. Chris Wheeler is registered as an investment adviser representative in CA and WA (CRD 5379327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intirety manage?

Intirety reports $100M across 1,120 accounts in assets under management.

### How do I contact Chris Wheeler?

Through Chris's website, www.opalws.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5379327): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.intirety.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.