# Jeremiah Whiddon

> Jeremiah Whiddon is a fee-only financial advisor at OnTrack Wealth Management in Canton, Michigan, who holds the CFP credential. Jeremiah focuses on tax planning, estate & legacy planning and retirement planning. OnTrack Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** OnTrack Wealth Management
- **Based in:** Canton, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $112.4M across 401 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 7306634 (https://adviserinfo.sec.gov/individual/summary/7306634)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.ontrackplans.com

## Frequently asked questions

### Is Jeremiah Whiddon a fee-only financial advisor?

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

### How does Jeremiah charge for financial advice?

Jeremiah's firm, OnTrack Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeremiah Whiddon based?

Jeremiah Whiddon is based in Canton, Michigan.

### What does Jeremiah specialize in?

Jeremiah's specialties include tax planning, estate & legacy planning and retirement planning.

### What credentials does Jeremiah Whiddon hold?

Jeremiah Whiddon holds the CFP credential.

### Is Jeremiah Whiddon registered with the SEC?

Yes. Jeremiah Whiddon is registered as an investment adviser representative in MI and TX (CRD 7306634), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OnTrack Wealth Management manage?

OnTrack Wealth Management reports $112.4M across 401 accounts in assets under management.

### How do I contact Jeremiah Whiddon?

Through Jeremiah's website, www.ontrackplans.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7306634): 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://ontrackplans.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.