Wesling Financial Planning Services Corp.
Wesling Financial Planning Services Corp. (CRD# 141424) is a financial advisory firm headquartered in Alexandria, VA. They manage $28,320,767 in 59 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$480,013
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
MD, NJ, VA
Timothy Wesling (CRD# 4665816) is an Investment Advisor Representative working at Wesling Financial Planning Services Corp. in Alexandria, VA and has over 14 years of experience in the finance industry. Timothy Wesling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.