A complete list of active advisors currently associated with John Wessler & Associates
Warmer can help you find a great advisor at John Wessler & Associates or one who fits your needs even better.
John Wessler & Associates provides personalized financial planning and consulting with a focus on Medicaid and veterans benefits, long-term care funding, retirement, tax, and estate planning. The firm works with individual clients through consultations and written plans, though its current contracted client is the Zimmerman law firm and it retains the ability to contract directly with private clients in the future. JWA delivers analyses (cash‑flow, insurance review, asset protection) and prepares implementation recommendations but does not manage client assets, accept discretionary trading authority, or custody client funds. Fees are charged on an hourly or fixed‑fee basis, including no‑charge initial screenings and specified flat‑fee packages, rather than as a percentage of assets under management. The managing member maintains an active insurance agency affiliation and also works as a paralegal at an elder‑law firm, enabling coordinated titling and asset‑positioning work with VA‑accredited attorneys to pursue veterans’ pensions and Medicaid eligibility—an uncommon specialty among independent advisory firms. The brochure discloses that the owner may receive insurance commissions from non‑clients, creating a potential conflict of interest that the firm says it mitigates through disclosure and by giving clients the choice to use other providers.
To learn more about the advisors currently working at John Wessler & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Waco, TX
| 20
|
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