# Jeffrey Wheeler

> Jeffrey Wheeler is a fee-only financial advisor at The Wealth Collaborative in Corona Del Mar, California. The Wealth Collaborative reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-wheeler/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Wealth Collaborative
- **Based in:** Corona Del Mar, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $791.6M across 549 accounts
- **CRD:** 4234729 (https://adviserinfo.sec.gov/individual/summary/4234729)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2001)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.thewealthcollaborative.com

## Frequently asked questions

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

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, The Wealth Collaborative, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Wheeler based?

Jeffrey Wheeler is based in Corona Del Mar, California.

### Is Jeffrey Wheeler registered with the SEC?

Yes. Jeffrey Wheeler is registered as an investment adviser representative in CA and TX (CRD 4234729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Wealth Collaborative manage?

The Wealth Collaborative reports $791.6M across 549 accounts in assets under management.

### How do I contact Jeffrey Wheeler?

Through Jeffrey's website, www.thewealthcollaborative.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4234729): 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

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