Frederic Wheeler
Friedenthal Financial · Marlton, New Jersey
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.
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Specialties
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 |
| Assets under management | $196.4M across 536 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ, TX · CRD 5679832 |
| Exams passed | Series 66 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.friedenthalfinancial.com |
How Frederic's firm compares
- A one-time plan starts at $500, below the New Jersey median of $2,500 for fee-only firms that publish prices.
- Friedenthal Financial's average account is about $366,000, from its Form ADV (assets managed divided by 536 accounts).
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Questions about Frederic
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Marlton
Other advisors in New Jersey who focus on retirement planning
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
- Friedenthal Financial 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.
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