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Wesling Financial Planning Services Corp.

Headquartered in ALEXANDRIA, VA

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Firm Information

Wesling Financial Planning Services Corp. is an investment advisor with 1 investment advisor representative and 1 investment advisory function. The firm manages approximately $51.4 million in regulatory assets for 60 clients, primarily individuals other than high-net-worth individuals and charitable organizations. They provide financial planning and portfolio management services for individuals.

Wesling Financial Planning Services Corp.

$51.40M

Assets Under Management

Not reported

Total Clients

1

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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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.

Branch Locations (1)

WESLING FINANCIAL PLANNING SERVICES CORP. has a total of 1 branch locations across the country.
location

ALEXANDRIA, VA

Advisors at Wesling Financial Planning Services Corp.

View All 1 Advisors
Unclaimed
Timothy Robert Wesling

CFP®, RA

ALEXANDRIA, VA

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Disclosures

There are no public disclosures for Wesling Financial Planning Services Corp..

Frequently Asked Questions (7)

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