# Frederic Wheeler

> Frederic Wheeler is a fee-only financial advisor at Friedenthal Financial in Marlton, New Jersey, who holds the CFA credential. Frederic charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 0.9% a year on the first tier of assets managed) and focuses on retirement planning and family wealth transfer.

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

## Facts

- **Firm:** Friedenthal Financial
- **Based in:** Marlton, New Jersey
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; 0.9% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $196.4M across 536 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Family wealth transfer
- **CRD:** 5679832 (https://adviserinfo.sec.gov/individual/summary/5679832)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.friedenthalfinancial.com

## Frequently asked questions

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

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

### How does Frederic charge for financial advice?

Frederic charges a percentage of assets and a one-time planning fee.

### How much does Frederic charge?

According to Friedenthal Financial's website, checked October 30, 2026: one-time plans from $500; 0.9% a year on the first tier of assets managed.

### Where is Frederic Wheeler based?

Frederic Wheeler is based in Marlton, New Jersey.

### What does Frederic specialize in?

Frederic's specialties include retirement planning and family wealth transfer.

### What credentials does Frederic Wheeler hold?

Frederic Wheeler holds the CFA credential.

### Is Frederic Wheeler registered with the SEC?

Yes. Frederic Wheeler is registered as an investment adviser representative in NJ and TX (CRD 5679832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Friedenthal Financial manage?

Friedenthal Financial reports $196.4M across 536 accounts in assets under management.

### How do I contact Frederic Wheeler?

Through Frederic's website, www.friedenthalfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5679832): 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.friedenthalfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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