John Wessels
John Wessels is a registered investment advisor at Coppell Advisory Solutions LLC, based in Dallas, TX, with 16 years of industry experience. John 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. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
Get directionsHistory
Regulatory History (13)
Judgment / Lien
July 2018Judgment / Lien
July 2016Judgment / Lien
July 2015Judgment / Lien
April 2015Judgment / Lien
November 2014Judgment / Lien
October 2013Judgment / Lien
August 2013Judgment / Lien
April 2013Regulatory
November 2011Customer Dispute
July 2011Judgment / Lien
February 2010Judgment / Lien
January 2010Judgment / Lien
September 2009Other Business ActivitiesSells Insurance
John sells life insurance and annuities as an agent and owner since 2017. This activity takes nearly full-time hours.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
MML Investors Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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.