Emily Wheeler
Attleboro Wealth Management · Yardley, Pennsylvania
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.
Request an introduction to Emily →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Attleboro Wealth Management |
|---|---|
| Based in | Yardley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $129.3M across 628 accounts |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 6076282 |
| Exams passed | Series 66 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | attleborowealth.com |
How Emily's firm compares
- Attleboro Wealth Management's average account is about $206,000, from its Form ADV (assets managed divided by 628 accounts).
Request an introduction to Emily
Tell Emily a little about what you're looking for. Emily isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Emily
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.
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
- Attleboro Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.