Wesling Financial Planning Services Corp.

Wesling Financial Planning Services Corp. at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 60 individual clients.
• Its average account is about $983,000 (assets it manages divided by its 61 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Wesling Financial Planning Services Corp. fees

Wesling Financial Planning Services Corp. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Timothy Wesling

  AIF · CDFA · CFP

Other fee-only firms in Alexandria

• Westbourne Investments
• 8th Street Investments
• Amauta
• Arkagos Advisors and Asset Management
• C.L. Sheldon & Company, LLC
• ClearVue Financial
• Craftwork Capital
• D'Agaro Financial Advisory

Fee-only advisors in Virginia