Elmer Wessel
Wessel Investment Counsel · Asheville, North Carolina
Elmer Wessel is a fee-only financial advisor at Wessel Investment Counsel in Asheville, North Carolina, who holds the CFP and CFA credentials. Wessel Investment Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wessel Investment Counsel |
|---|---|
| Based in | Asheville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $108.7M across 277 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in LA, NC · CRD 1430479 |
| Exams passed | Series 63 (1986) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wesselinvestments.com |
| Profile |
How Elmer's firm compares
- Wessel Investment Counsel's average account is about $392,000, from its Form ADV (assets managed divided by 277 accounts).
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Questions about Elmer
Is Elmer Wessel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elmer holds no broker registration, and Wessel Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elmer charge for financial advice?
Elmer's firm, Wessel Investment Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elmer Wessel based?
Elmer Wessel is based in Asheville, North Carolina.
What credentials does Elmer Wessel hold?
Elmer Wessel holds the CFP and CFA credentials.
Is Elmer Wessel registered with the SEC?
Yes. Elmer Wessel is registered as an investment adviser representative in LA and NC (CRD 1430479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wessel Investment Counsel manage?
Wessel Investment Counsel reports $108.7M across 277 accounts in assets under management.
How do I contact Elmer Wessel?
Through Elmer's website, www.wesselinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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