Steven Gessner
Wealth Planning Group · Baltimore, Maryland
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.
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Facts
| Firm | Wealth Planning Group |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $360.9M across 1,277 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 2650114 |
| Exams passed | Series 63 (2005) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wpgfinancial.com |
| Profile |
How Steven's firm compares
- Wealth Planning Group's average account is about $283,000, from its Form ADV (assets managed divided by 1,277 accounts).
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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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