Steven Gessner
Steven Gessner is a CFP-designated registered investment advisor at Wpg Financial Group, LLC, based in Baltimore, MD, with 30 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 386 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
WPG Advisers may charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
3600 O'Donnell Street, Suite 860, Baltimore, MD, 21224
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2024Other Business ActivitiesSells Insurance
Steven has been an independent insurance agent since 1995, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Wpg Financial Group, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
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.