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Stanton Price Wheeler

Arkadios Wealth Advisors

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About Stanton Price Wheeler

Stanton Price Wheeler is an investment advisor representative at Arkadios Wealth Advisors. Stanton has been in the industry for over 3 years and holds Series 66, Series 7TO, and SIE licenses. Stanton previously worked for Kestra Investment Services, LLC. Stanton is licensed to provide financial advice in Florida, Georgia, Hawaii, Kentucky, Ohio, South Carolina, Texas, and Virginia. Stanton is affiliated with Wheeler Benefits, LLC and Wheeler Wealth.

Firm Information

Stanton Wheeler is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stanton Wheeler’s Registration & Firm History

FL

04/15/2024 - Present

Arkadios Wealth Advisors (Ponte Verda FL)

FL

08/28/2020 - 04/09/2024

KESTRA INVESTMENT SERVICES, LLC (St. Augustine FL)

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Licenses & Designations

BOTH

Issued 03/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stanton Price Wheeler.
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