# Emalee Wheeler

> Emalee Wheeler is a fee-only financial advisor at Greater Than Financial in Kansas City, Missouri. Greater Than Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Greater Than Financial
- **Based in:** Kansas City, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $64.2M across 525 accounts
- **CRD:** 7935587 (https://adviserinfo.sec.gov/individual/summary/7935587)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.greaterthanfinancial.com

## Frequently asked questions

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

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

### How does Emalee charge for financial advice?

Emalee's firm, Greater Than Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Emalee Wheeler based?

Emalee Wheeler is based in Kansas City, Missouri.

### Is Emalee Wheeler registered with the SEC?

Yes. Emalee Wheeler is registered as an investment adviser representative in MO (CRD 7935587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greater Than Financial manage?

Greater Than Financial reports $64.2M across 525 accounts in assets under management.

### How do I contact Emalee Wheeler?

Through Emalee's website, www.greaterthanfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7935587): 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.