CRD: 141424
Wesling Financial Planning Services Corp.
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- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2006
- Office Locations
- 1
Office Locations
About Wesling Financial Planning Services Corp.
Wesling Financial Planning Services is a fee-only fiduciary firm in Alexandria, VA providing comprehensive financial planning (retainer flat fee or hourly) plus tax planning and preparation for individuals, small businesses, trusts/estates and nonprofits. For ongoing wealth management, portfolios commonly use ETFs and bonds. Led by CFP professional Tim Wesling; an in-house Enrolled Agent can represent clients before the IRS.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TIMOTHY ROBERT WESLING
Chief Compliance Officer, President
- CRD
- #4665816
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,978,475 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,978,475 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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