# Louis Wheless

> Louis Wheless is a fee-only financial advisor at Tar River Wealth Planning in Louisburg, North Carolina. Louis focuses on small business owners, retirement planning and family wealth transfer. Tar River Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tar River Wealth Planning
- **Based in:** Louisburg, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $401.2M across 1,283 accounts
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer
- **Works with:** Founders, Retirees
- **CRD:** 2846202 (https://adviserinfo.sec.gov/individual/summary/2846202)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.tarriverwealthplanning.com

## Frequently asked questions

### Is Louis Wheless a fee-only financial advisor?

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

### How does Louis charge for financial advice?

Louis's firm, Tar River Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Louis Wheless based?

Louis Wheless is based in Louisburg, North Carolina.

### What does Louis specialize in?

Louis's specialties include small business owners, retirement planning and family wealth transfer. Louis works with founders and retirees.

### Is Louis Wheless registered with the SEC?

Yes. Louis Wheless is registered as an investment adviser representative in NC (CRD 2846202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tar River Wealth Planning manage?

Tar River Wealth Planning reports $401.2M across 1,283 accounts in assets under management.

### How do I contact Louis Wheless?

Through Louis's website, www.tarriverwealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2846202): 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://www.tarriverwealthplanning.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.