Elizabeth Wheeler
Leading Edge Financial Planning · Knoxville, Tennessee
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.
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Facts
| Firm | Leading Edge Financial Planning |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $521.8M across 1,678 accounts |
| SEC registration | Investment adviser representative in TN · CRD 8346155 |
| Exams passed | Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | pilotmoneyguys.libsyn.com |
How Elizabeth's firm compares
- Leading Edge Financial Planning's average account is about $311,000, from its Form ADV (assets managed divided by 1,678 accounts).
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Questions about Elizabeth
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.
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
- 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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