Jeremiah Whiddon
OnTrack Wealth Management · Canton, Michigan
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.
Request an introduction to Jeremiah →
Specialties
Facts
| Firm | OnTrack Wealth Management |
|---|---|
| Based in | Canton, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $112.4M across 401 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 7306634 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ontrackplans.com |
| Profile |
How Jeremiah's firm compares
- OnTrack Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 401 accounts).
Request an introduction to Jeremiah
Tell Jeremiah a little about what you're looking for. Jeremiah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremiah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- OnTrack 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.
See something wrong? Request a correction. Read our methodology.