# Elizabeth Wheeler

> Elizabeth Wheeler is a fee-only financial advisor at Leading Edge Financial Planning in Knoxville, Tennessee. Leading Edge Financial Planning reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/elizabeth-wheeler/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Leading Edge Financial Planning
- **Based in:** Knoxville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $521.8M across 1,678 accounts
- **CRD:** 8346155 (https://adviserinfo.sec.gov/individual/summary/8346155)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2026)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://pilotmoneyguys.libsyn.com/

## Frequently asked questions

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

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

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Leading Edge Financial Planning, reports charging a percentage of assets on its SEC Form ADV.

### Where is Elizabeth Wheeler based?

Elizabeth Wheeler is based in Knoxville, Tennessee.

### Is Elizabeth Wheeler registered with the SEC?

Yes. Elizabeth Wheeler is registered as an investment adviser representative in TN (CRD 8346155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Leading Edge Financial Planning manage?

Leading Edge Financial Planning reports $521.8M across 1,678 accounts in assets under management.

### How do I contact Elizabeth Wheeler?

Through Elizabeth's website, pilotmoneyguys.libsyn.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8346155): 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

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