# Steven Gessner

> Steven Gessner is a fee-only financial advisor at Wealth Planning Group in Baltimore, Maryland, who holds the CFP credential. Wealth Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-gessner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Planning Group
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $360.9M across 1,277 accounts
- **Credentials:** CFP
- **CRD:** 2650114 (https://adviserinfo.sec.gov/individual/summary/2650114)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (2005), Series 65 (1999)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.wpgfinancial.com

## Frequently asked questions

### Is Steven Gessner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Wealth Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven's firm, Wealth Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Steven Gessner based?

Steven Gessner is based in Baltimore, Maryland.

### What credentials does Steven Gessner hold?

Steven Gessner holds the CFP credential.

### Is Steven Gessner registered with the SEC?

Yes. Steven Gessner is registered as an investment adviser representative in MD and TX (CRD 2650114), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Wealth Planning Group manage?

Wealth Planning Group reports $360.9M across 1,277 accounts in assets under management.

### How do I contact Steven Gessner?

Through Steven's website, www.wpgfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2650114): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.