Wesley Yuhnke
FCA · Houston, Texas
Wesley Yuhnke is a fee-only financial advisor at FCA in Houston, Texas. Wesley focuses on tax planning, estate & legacy planning and founders (pre-exit). FCA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
- High earners
Facts
| Firm | FCA |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $623.1M across 563 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4831828 |
| Exams passed | Series 65 (2002) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | fcacorp.com |
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Questions about Wesley
Is Wesley Yuhnke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and FCA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wesley charge for financial advice?
Wesley's firm, FCA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wesley Yuhnke based?
Wesley Yuhnke is based in Houston, Texas.
What does Wesley specialize in?
Wesley's specialties include tax planning, estate & legacy planning and founders (pre-exit). Wesley works with retirees, pre-retirees, executives, founders and high earners.
Is Wesley Yuhnke registered with the SEC?
Yes. Wesley Yuhnke is registered as an investment adviser representative in TX (CRD 4831828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FCA manage?
FCA reports $623.1M across 563 accounts in assets under management.
How do I contact Wesley Yuhnke?
Through Wesley's website, fcacorp.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
- FCA website : specialties, clients served, and fees, checked October 30, 2026
- 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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