Wesling Financial Planning Services Corp.
Wesling Financial Planning Services Corp. (CRD# 141424) is a financial advisory firm headquartered in Alexandria, VA. They manage $51,402,484 in 60 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Wesling Financial Planning Services Corp.
By the Numbers
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Total Assets Under Management51MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$856,708
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, TX, VA
Financial Advisors at Wesling Financial Planning Services Corp.
1
Timothy Wesling (CRD# 4665816) is an Investment Advisor Representative working at Wesling Financial Planning Services Corp. in Alexandria, VA and has over 20 years of experience in the finance industry.
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