Emalee Wheeler
Greater Than Financial · Kansas City, Missouri
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.
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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 | $64.2M across 525 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7935587 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.greaterthanfinancial.com |
How Emalee's firm compares
- Greater Than Financial's average account is about $122,000, from its Form ADV (assets managed divided by 525 accounts).
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Questions about Emalee
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
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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