Frances Harkins
Wheels UP Wealth · Vallejo, California
Frances Harkins is a fee-only financial advisor at Wheels UP Wealth in Vallejo, California, who holds the CFP credential. Wheels UP Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wheels UP Wealth |
|---|---|
| Based in | Vallejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $130.0M across 458 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4244859 |
| Exams passed | Series 66 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wheelsupwealthinc.com |
How Frances's firm compares
- Wheels UP Wealth's average account is about $284,000, from its Form ADV (assets managed divided by 458 accounts).
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Questions about Frances
Is Frances Harkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frances holds no broker registration, and Wheels UP Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frances charge for financial advice?
Frances's firm, Wheels UP Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frances Harkins based?
Frances Harkins is based in Vallejo, California.
What credentials does Frances Harkins hold?
Frances Harkins holds the CFP credential.
Is Frances Harkins registered with the SEC?
Yes. Frances Harkins is registered as an investment adviser representative in CA (CRD 4244859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wheels UP Wealth manage?
Wheels UP Wealth reports $130.0M across 458 accounts in assets under management.
How do I contact Frances Harkins?
Through Frances's website, www.wheelsupwealthinc.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.
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