Founders Financial Alliance
47yrs
Top advisor by experience in Durham
7yrs
Michael Wheat
Financial advisor at Strategic Advisers
Michael Wheat has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Durham, North Carolina. Michael has been with Strategic Advisers since 2025; before that, Michael spent three years at Fidelity Personal and Workplace Advisors and two years at Merrill. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 496 advisors with offices in Durham, and one of 474 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office100 New Millennium Way, Durham, NC 27709
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2019 – 2022MerrillPreviously
Contact Michael
(617) 563-7000Firm headquarters in Boston, MA. Ask for Michael. 100 New Millennium WayDurham, NC 27709Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Strategic Advisers at (617) 563-7000 and ask for Michael Wheat. Michael works from the Durham, NC office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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