Tom Hessler
Tom Hessler is a registered investment advisor at World Investment Advisors, LLC, based in New Port Beach, CA, with 28 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
1300 Dove St., Suite 300, New Port Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tom sells life insurance through Jurs Montgomery, First American Insurance Underwriting, and various companies, dedicating minimal time to each. He also works as a benefits consultant for AssuredPartners, referring clients and dedicating minimal time to this role.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Clearview 401(k) Consultants INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Adp Broker-Dealer, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.