Jack Wheeler
Kansas City Private Wealth Management · Kansas City, Missouri
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.
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Specialties
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 | $103.9M across 319 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, FL, KS, LA, MO, TX · CRD 4367959 |
| Exams passed | Series 63 (2001) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kcpwm.com |
| Profile |
How Jack's firm compares
- Kansas City Private Wealth Management's average account is about $326,000, from its Form ADV (assets managed divided by 319 accounts).
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Questions about Jack
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
Other advisors in Missouri 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
- Kansas City Private Wealth Management 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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