Eric Wheeler
First and Main Financial · Piedmont, California
Eric Wheeler is a fee-only financial advisor at First and Main Financial in Piedmont, California, who holds the CFA credential. First and Main Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Eric →
Facts
| Firm | First and Main Financial |
|---|---|
| Based in | Piedmont, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.3M across 367 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5570782 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wolfersam.com |
How Eric's firm compares
- First and Main Financial's average account is about $450,000, from its Form ADV (assets managed divided by 367 accounts).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric 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 Eric
Is Eric Wheeler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and First and Main Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, First and Main Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Wheeler based?
Eric Wheeler is based in Piedmont, California.
What credentials does Eric Wheeler hold?
Eric Wheeler holds the CFA credential.
Is Eric Wheeler registered with the SEC?
Yes. Eric Wheeler is registered as an investment adviser representative in CA (CRD 5570782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First and Main Financial manage?
First and Main Financial reports $165.3M across 367 accounts in assets under management.
How do I contact Eric Wheeler?
Through Eric's website, www.wolfersam.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.
See something wrong? Request a correction. Read our methodology.