# Jack Wheeler

> Jack Wheeler is a fee-only financial advisor at Kansas City Private Wealth Management in Kansas City, Missouri, who holds the CFA credential. Jack focuses on retirement planning and tax planning. Kansas City Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Kansas City Private Wealth Management
- **Based in:** Kansas City, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $103.9M across 319 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 4367959 (https://adviserinfo.sec.gov/individual/summary/4367959)
- **SEC registration:** Investment adviser representative in CA, FL, KS, LA, MO, TX
- **Exams passed:** Series 63 (2001), Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.kcpwm.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Kansas City Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jack charge for financial advice?

Jack's firm, Kansas City Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jack Wheeler based?

Jack Wheeler is based in Kansas City, Missouri.

### What does Jack specialize in?

Jack's specialties include retirement planning and tax planning.

### What credentials does Jack Wheeler hold?

Jack Wheeler holds the CFA credential.

### Is Jack Wheeler registered with the SEC?

Yes. Jack Wheeler is registered as an investment adviser representative in CA, FL, KS, LA, MO and TX (CRD 4367959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kansas City Private Wealth Management manage?

Kansas City Private Wealth Management reports $103.9M across 319 accounts in assets under management.

### How do I contact Jack Wheeler?

Through Jack's website, www.kcpwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4367959): 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.kcpwm.com/): specialties, clients served, and fees, checked October 30, 2026

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