Chris Wheeler
Intirety · Bellevue, Washington
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.
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Specialties
Facts
| Firm | Intirety |
|---|---|
| Based in | Bellevue, Washington |
| Fee model | Flat fee or retainer · Percentage of assets |
| Assets under management | $100M across 1,120 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 5379327 |
| Exams passed | Series 63 (2011) · Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.opalws.com |
| Profile |
How Chris's firm compares
- Intirety's average account is about $89,000, from its Form ADV (assets managed divided by 1,120 accounts).
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Questions about Chris
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Intirety website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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