Wesling Financial Planning Services (WFPS) provides ongoing investment management based on your goals and risk tolerance. WFPS creates a plan to help select a portfolio that matches your specific situation. WFPS also offers 401k and qualified plan advisory services. Additionally, WFPS provides financial planning services covering investments, insurance, taxes, retirement, college, and debt management. WFPS also offers advice on matters not involving securities, such as divorce planning.
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.