Lanita Wheetley
Aurelius Family Office · Jonesboro, Arkansas
Lanita Wheetley is a fee-only financial advisor at Aurelius Family Office in Jonesboro, Arkansas, who holds the CFP credential. Lanita focuses on retirement planning, tax planning and family wealth transfer. Aurelius Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aurelius Family Office |
|---|---|
| Based in | Jonesboro, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $315.3M across 167 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR · CRD 5024812 |
| Exams passed | Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aurelius.net |
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Questions about Lanita
Is Lanita Wheetley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lanita holds no broker registration, and Aurelius Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lanita charge for financial advice?
Lanita's firm, Aurelius Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Lanita charge?
According to Aurelius Family Office's website, checked October 30, 2026: no asset minimum.
Does Lanita work with clients virtually?
Yes. Aurelius Family Office says on its website that it works with clients remotely.
Where is Lanita Wheetley based?
Lanita Wheetley is based in Jonesboro, Arkansas.
What does Lanita specialize in?
Lanita's specialties include retirement planning, tax planning, family wealth transfer, estate & legacy planning and divorce financial planning. Lanita works with multi-generational families.
What credentials does Lanita Wheetley hold?
Lanita Wheetley holds the CFP credential.
Is Lanita Wheetley registered with the SEC?
Yes. Lanita Wheetley is registered as an investment adviser representative in AR (CRD 5024812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aurelius Family Office manage?
Aurelius Family Office reports $315.3M across 167 accounts in assets under management.
How do I contact Lanita Wheetley?
Through Lanita's website, www.aurelius.net.
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
- Aurelius Family Office 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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