Timothy Wesling
Wesling Financial Planning Services Corp. · Alexandria, Virginia
Timothy Wesling is a fee-only financial advisor at Wesling Financial Planning Services Corp. in Alexandria, Virginia, who holds the AIF, CDFA and CFP credentials. Wesling Financial Planning Services Corp. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wesling Financial Planning Services Corp. |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $60.0M across 61 accounts |
| Credentials | AIF · CDFA · CFP · CMFC |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 4665816 |
| Exams passed | Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Timothy's firm compares
- Wesling Financial Planning Services Corp.'s average account is about $983,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Timothy
Is Timothy Wesling a fee-only financial advisor?
Yes. Timothy Wesling is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Timothy's firm.
How does Timothy charge for financial advice?
Timothy's firm, Wesling Financial Planning Services Corp., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Wesling based?
Timothy Wesling is based in Alexandria, Virginia.
What credentials does Timothy Wesling hold?
Timothy Wesling holds the AIF, CDFA, CFP and CMFC credentials.
Is Timothy Wesling registered with the SEC?
Yes. Timothy Wesling is registered as an investment adviser representative in MD, TX and VA (CRD 4665816), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wesling Financial Planning Services Corp. manage?
Wesling Financial Planning Services Corp. reports $60.0M across 61 accounts in assets under management.
How do I contact Timothy Wesling?
Contact details aren't on file yet. Search for Wesling Financial Planning Services Corp..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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