# Emily Wheeler

> Emily Wheeler is a fee-only financial advisor at Attleboro Wealth Management in Yardley, Pennsylvania. Emily focuses on retirement planning and tax planning. Attleboro Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/emily-wheeler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Attleboro Wealth Management
- **Based in:** Yardley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $129.3M across 628 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6076282 (https://adviserinfo.sec.gov/individual/summary/6076282)
- **SEC registration:** Investment adviser representative in NJ, PA, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://attleborowealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Attleboro Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Emily charge for financial advice?

Emily's firm, Attleboro Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Emily Wheeler based?

Emily Wheeler is based in Yardley, Pennsylvania.

### What does Emily specialize in?

Emily's specialties include retirement planning and tax planning. Emily works with retirees and pre-retirees.

### Is Emily Wheeler registered with the SEC?

Yes. Emily Wheeler is registered as an investment adviser representative in NJ, PA and TX (CRD 6076282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Attleboro Wealth Management manage?

Attleboro Wealth Management reports $129.3M across 628 accounts in assets under management.

### How do I contact Emily Wheeler?

Through Emily's website, attleborowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6076282): 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
- The firm's website (https://www.attleborowealth.com/): specialties, clients served, and fees, checked October 30, 2026

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