Timothy Wesling
Timothy Wesling is a CFP-designated registered investment advisor at Wesling Financial Planning Services CORP., based in Alexandria, VA, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 61 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WFPS offers investment management services, with fees billed hourly up to $250/hour or as fixed fees. These fees are negotiable. WFPS also offers 401k plan services, charged between 0% and 1.00% of the assets, depending on the complexity of the situation. These fees are also negotiable.
Contact
Timothy Wesling
Location
6621 Wakefield Dr, Suite 113, Alexandria, VA, 22307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wesling Financial Planning Services CORP.
Previous Registrations
Morgan Stanley
State Registrations3 states
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